Ledger.Open graph →
SEC Form D · Amendment · filed July 17, 2015

WINDERMERE OPPORTUNISTIC FUND SERIES OF WINDERMERE JUPITER FUND LLC

Offering
—
Sold
$222.0M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
POTOMAC, MD
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (13)

Lewis T. Dodrill · Glen Allen, VAExec · DirectorJohn Lynch · Coraopolis, PADirectorAlexander S. Martinez-Forte · Weston, MAExec · DirectorRobert A. Taylor · Memphis, TNDirectorVernon Kozlen · Potomac, MDDirectorConvergent Wealth Advisors, Llc · Rockville, MDPromoterMichael J. Ashton · Morristown, NJDirectorDavid G. East · Memphis, TNExecDavid Elliott · Potomac, MDExec · DirectorDouglas Wolford · Potomac, MDExecRichard Hyatt · Glen Allen, VAExec · DirectorConvergent Wealth Advisors, Llc · Potomac, MDPromoterChris Gibbons · Potomac, MDDirector

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗