STEVEN LOCKSHIN

Profile

First Name

: STEVEN

Middle Name

:

Last Name

: LOCKSHIN

Related Companies
Titles
Company Name
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EXECUTIVE OFFICER, DIRECTOR
CMS/BARLOW LONG SHORT EQUITY FUND LLC
N/A CONVERGENT WEALTH ADVISORS, LLC, DAVID ELLIOTT, CHRIS GIBBONS, VERNON KOZLEN, ANDREW PUTTERMAN, DOUGLAS WOLFORD, DAVID ZIER
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CMS IRONWOOD MULTI STRATEGY FUND LLC
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EXECUTIVE OFFICER, DIRECTOR
JUPITER FUND SERIES OF WINDERMERE JUPITER FUND LLC
N/A CONVERGENT WEALTH ADVISORS, LLC, DAVID ELLIOTT, CHRIS GIBBONS, VERNON KOZLEN, DOUGLAS WOLFORD, DAVID ZIER
EXECUTIVE OFFICER, DIRECTOR
JUPITER FUND PLUS SERIES OF WINDERMERE JUPITER FUND LLC
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EXECUTIVE OFFICER, DIRECTOR
US FOCUSED POOL SERIES OF WINDERMERE JUPITER FUND LLC
N/A CONVERGENT WEALTH ADVISORS, LLC, DAVID ELLIOTT, CHRIS GIBBONS, VERNON KOZLEN, DOUGLAS WOLFORD, DAVID ZIER
EXECUTIVE OFFICER, DIRECTOR
NON-US FOCUSED POOL SERIES OF WINDERMERE JUPITER FUND LLC
N/A CONVERGENT WEALTH ADVISORS, LLC, DAVID ELLIOTT, CHRIS GIBBONS, CHRISTOPHER GIBBONS, VERNON KOZLEN, DOUGLAS WOLFORD, DAVID ZIER
EXECUTIVE OFFICER, DIRECTOR
WINDERMERE EQUITY FUND SERIES
N/A CONVERGENT WEALTH ADVISORS, LLC, DAVID ELLIOTT, CHRIS GIBBONS, VERNON KOZLEN, DOUGLAS WOLFORD, DAVID ZIER
EXECUTIVE OFFICER, DIRECTOR
WINDERMERE EQUITY FUND SERIES
N/A CONVERGENT WEALTH ADVISORS, LLC, DAVID ELLIOTT, CHRIS GIBBONS, CHRISTOPHER GIBBONS, VERNON KOZLEN, DOUGLAS WOLFORD, DAVID ZIER
EXECUTIVE OFFICER, DIRECTOR
JUSTINVEST, LLC
ALAN CUMMINGS, JONATHAN HUDACKO, VIJAY RAO
DIRECTOR
JUST INVEST SYSTEMS, INC.
ALAN CUMMINGS, JONATHAN HUDACKO, VIJAY RAO
DIRECTOR
JUSTINVEST LLC
ALAN CUMMINGS, JONATHAN HUDACKO, VIJAY RAO
EXECUTIVE OFFICER, DIRECTOR
VANILLA TECHNOLOGIES INC.
NICK BEIM, EUGENE FARRELL, AMJAD HUSSAIN, F. WILLIAM MCNABB III, KAREN NACHBAR, JONATHAN ROSENBAUM, ROBERT THORNTON
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2023-02-10
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2021-08-27 
2023-02-10
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2022-03-31 
2023-02-10
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2019-06-14 
2020-07-15
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2020-06-01 
2020-07-15
D
Link
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2020-06-01 
2020-07-15
D
Link
OTHER 
 
DECLINE TO DISCLOSE 
Equity 
2020-06-01 
2019-10-22
D
Link
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2019-04-25 
2019-10-22
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2019-04-25 
2019-08-30
D
Link
INVESTING 
 
NOT APPLICABLE 
Equity 
2019-04-25 
2015-09-23
D/A
Link
HEDGE FUND 
 
 
 
2010-02-01 
2014-07-18
D/A
Link
HEDGE FUND 
 
 
 
2002-01-01 
2014-07-17
D/A
Link
HEDGE FUND 
 
 
 
2001-09-01 
2014-07-17
D/A
Link
HEDGE FUND 
 
 
 
2003-04-01 
2014-05-20
D/A
Link
HEDGE FUND 
 
 
 
2009-12-01 
2013-08-02
D/A
Link
HEDGE FUND 
 
 
 
2001-09-01 
2013-07-18
D/A
Link
HEDGE FUND 
 
 
 
2002-01-01 
2013-07-18
D/A
Link
HEDGE FUND 
 
 
 
2010-02-01 
2013-07-18
D/A
Link
HEDGE FUND 
 
 
 
2003-04-01 
2013-07-18
D/A
Link
HEDGE FUND 
 
 
 
2009-12-01 
2012-07-13
D/A
Link
HEDGE FUND 
 
 
 
2002-01-01 
2012-07-13
D/A
Link
HEDGE FUND 
 
 
 
2010-02-01 
2012-07-13
D/A
Link
HEDGE FUND 
 
 
 
2003-04-01 
2012-07-13
D/A
Link
HEDGE FUND 
 
 
 
2001-09-01 
2012-07-13
D/A
Link
HEDGE FUND 
 
 
 
2009-12-01 
2011-07-20
D/A
Link
HEDGE FUND 
 
 
 
2002-01-01 
2011-07-15
D/A
Link
HEDGE FUND 
 
 
 
2003-04-01 
2011-07-15
D/A
Link
HEDGE FUND 
 
 
 
2010-02-01 
2011-07-15
D/A
Link
HEDGE FUND 
 
 
 
2001-09-01 
2011-07-15
D/A
Link
HEDGE FUND 
 
 
 
2007-09-01 
2011-07-15
D/A
Link
HEDGE FUND 
 
 
 
2009-12-01 
2010-07-16
D
Link
HEDGE FUND 
 
 
 
2010-02-01 
2010-07-16
D/A
Link
HEDGE FUND 
 
 
 
2001-09-01 
2010-07-16
D
Link
HEDGE FUND 
 
 
 
2007-09-01 
2010-07-16
D/A
Link
HEDGE FUND 
 
 
 
2002-01-01 
2010-07-16
D
Link
HEDGE FUND 
 
 
 
2009-12-01 
2010-07-16
D/A
Link
HEDGE FUND 
 
 
 
2003-04-01