Convergent Wealth Advisors LLC
Contact Details for Convergent Wealth Advisors
Convergent Wealth Advisors, LLC
12505 Park Potomac Ave.
Suite 400
Potomac, MD 20854
United States
Phone: 301-770-6300
Fax: 888-444-6347
Website: http://www.convergentwealth.com
Overview of Convergent Wealth Advisors
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-67788
Org#: 143719
Legal Issues: The SEC or CFTC has found an employee or advisory affiliaite to have been involved in a violation of SEC or CFTC regulations or statutes. The SEC or CFTC has imposed a civil money penalty on an employee or advisory affiliate, or been ordered to cease and desist from any activity.
Company Type: Hedge Fund
Strategies/Sectors: Fund of Funds
Pooled Investments: 100 percent
Private Funds Managed(4): Windermere Opportunistic Fund Series Of Windermere Jupiter Fund Llc, Cms Barlow Long Short Equity Fund Llc , Jupiter Fund Plus Series Of Windermere Jupiter Fund Llc , Windermere Equity Fund Series Of Windermere Jupiter Fund Llc
Ownership/Leadership of Convergent Wealth Advisors
| David Bruce Elliott | Chief Financial And Chief Compliance Officer/Member |
| Convergent Capital Management LLC | Interestholder/Member |
| William Jay Freeman | Director |
| Michael Joseph Pagano | Board Member |
Convergent Wealth Advisors Key Stats and Charts
Discretionary AUM: $134 million
Rank: 1955 out of 3271 hedge fund management companies
Total AUM: $134 million
Rank: 2019 out of 3271 hedge fund management companies
# of Accounts: 4
Rank: 1660 out of 3271 hedge fund management companies
Average Account Size: 33414026
Rank: 1543 out of 3271 hedge fund management companies
# of Employees: 11
Rank: 1235 out of 3271 hedge fund management companies
# of Private Funds: 4
Rank: 786 out of 3271 hedge fund management companies
