Windermere Equity Fund Series
Windermere Equity Fund Series is a hedge fund based in Potomac, Maryland. According to its most recent Form D, filed Jun 8, 2015, the fund has sold $1,907,472,177 of interests to 334 investors since its first sale in Dec 2009. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Douglas Wolford; Vernon Kozlen; Convergent Wealth Advisors, LLC.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $1,907,472,177Cumulative sales reported on Form D
- Investors
- 334
- First sale
- Dec 1, 2009
- Minimum investment
- $500,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Douglas Wolford; Vernon Kozlen; Convergent Wealth Advisors, LLC
- Latest Form D
- Jun 8, 2015
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Windermere Equity Fund Series
What is the minimum investment for Windermere Equity Fund Series?
According to its latest Form D, filed Jun 8, 2015, the minimum investment Windermere Equity Fund Series accepts from an outside investor is $500,000.
Who can invest in Windermere Equity Fund Series?
Windermere Equity Fund Series is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Windermere Equity Fund Series raised?
Windermere Equity Fund Series reports $1,907,472,177 sold from 334 investors on its Form D filed Jun 8, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Windermere Equity Fund Series based?
Windermere Equity Fund Series is based in Potomac, Maryland.
When did Windermere Equity Fund Series launch?
Windermere Equity Fund Series reports its first sale in Dec 2009.
Size compared with every hedge fund
Raised more than 97% of the 61 hedge funds based in Maryland, and more than 95% of all 10,139 that report sales.