0001220963-11-000002.txt : 20110715 0001220963-11-000002.hdr.sgml : 20110715 20110715160651 ACCESSION NUMBER: 0001220963-11-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506 ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20110715 DATE AS OF CHANGE: 20110715 EFFECTIVENESS DATE: 20110715 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLC CENTRAL INDEX KEY: 0001220963 IRS NUMBER: 931306675 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-53057 FILM NUMBER: 11970730 BUSINESS ADDRESS: STREET 1: 12505 PARK POTOMAC AVENUE STREET 2: SUITE 400 CITY: POTOMAC STATE: MD ZIP: 20854 BUSINESS PHONE: 301-770-6300 MAIL ADDRESS: STREET 1: 12505 PARK POTOMAC AVENUE STREET 2: SUITE 400 CITY: POTOMAC STATE: MD ZIP: 20854 FORMER COMPANY: FORMER CONFORMED NAME: WINDERMERE JUPITER FUND L P DATE OF NAME CHANGE: 20030227 D/A 1 primary_doc.xml X0704 D/A LIVE 0001220963 JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLC 12505 PARK POTOMAC AVENUE SUITE 400 POTOMAC MD MARYLAND 20854 301-770-6300 DELAWARE Windermere Jupiter Fund, LLC WINDERMERE JUPITER FUND L P Other series of limited liability company true N/A Convergent Wealth Advisors, LLC 12505 Park Potomac Avenue Suite 400 Potomac MD MARYLAND 20854 Promoter Manager of the Issuer David Zier 12505 Park Potomac Avenue Suite 400 Potomac MD MARYLAND 20854 Executive Officer Executive Vice President of Convergent Wealth Advisors, LLC, Manager David Elliott 12505 Park Potomac Avenue Suite 400 Potomac MD MARYLAND 20854 Executive Officer CFO and CCO of Convergent Wealth Advisors, LLC, Manager Steven Lockshin 12505 Park Potomac Avenue Suite 400 Potomac MD MARYLAND 20854 Executive Officer Director Director of Issuer and CEO of Convergent Wealth Advisors, LLC, Manager Vernon Kozlen c/o Convergent Wealth Advisors, LLC 12505 Park Potomac Avenue, Suite 400 Potomac MD MARYLAND 20854 Director Chris Gibbons c/o Convergent Wealth Advisors, LLC 12505 Park Potomac Avenue, Suite 400 Potomac MD MARYLAND 20854 Director Pooled Investment Fund Hedge Fund false Decline to Disclose 06 3C 3C.7 true 0001220963-10-000005 2003-04-01 true true false 500000 Indefinite 143797386 Indefinite Item 11 - Subject to discretion of manager to accept less. false 93 0 0 0 false JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLC David Elliott David Elliott CFO/CCO of Convergent Wealth Advisors, LLC, Manager 2011-07-15