Convergent Wealth Advisors
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Convergent Wealth Advisors — overview
Type
Fund of Hedge Funds Manager
Location
Beverly Hills, CA, US
Alternative Asset Class
Established
1994
Firm Ownership
-
Investment Team Staff
Total Staff
1
About
| Asset Class | No. of Funds Currently Managed | Funds Raised in the last 10 years | Est. Dry Powder | Strategies |
|---|---|---|---|---|
| Private Equity | - | - | ||
| Private Debt | - | - | ||
| Real Estate | - | - | ||
| Infrastructure | - | - | ||
| Natural Resources | - | - |
| Asset Class | No. of Funds Currently Managed | AuM | Date of AuM | Strategies |
|---|---|---|---|---|
| Hedge Funds | - | - |
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Convergent Wealth Advisors - hedge funds managed (5)
| Fund Name | Share Classes | Inception Date | Core Strategy | Status | Latest AUM |
|---|---|---|---|---|---|
| CMS/Barlow Long-Short Equity Fund | - | Long/Short Equity | Liquidated | ||
| Windermere Equity Fund | - | Long/Short Equity | Liquidated | ||
| Windermere Jupiter - Non-US Focused Pool | - | Special Situations | Liquidated | ||
| Windermere Jupiter - US Focused Pool | - | Special Situations | Liquidated | ||
| Windermere Opportunistic Fund Series | - | Diversified | Liquidated |
Showing 5 of 5 hedge funds managed by Convergent Wealth Advisors
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Convergent Wealth Advisors - known investors (3)
| Investor | Number of Funds | Type | City | Country | Asset Class |
|---|---|---|---|---|---|
| 1 | Foundation | Harrison | US | HF | |
| 4 | Foundation | Jackson | US | HF | |
| 1 | Endowment Plan | Fairfax | US | HF |
Showing 3 of 3 known investors Convergent Wealth Advisors
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