0001158524-13-000001.txt : 20130802 0001158524-13-000001.hdr.sgml : 20130802 20130802165117 ACCESSION NUMBER: 0001158524-13-000001 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: 20130802 DATE AS OF CHANGE: 20130802 EFFECTIVENESS DATE: 20130802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CMS/BARLOW LONG SHORT EQUITY FUND LLC CENTRAL INDEX KEY: 0001158524 IRS NUMBER: 522336730 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-52456 FILM NUMBER: 131006981 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: LWM BARLOW LONG SHORT EQUITY FUND LLC DATE OF NAME CHANGE: 20030801 FORMER COMPANY: FORMER CONFORMED NAME: CMS STRATEGIES BARLOW LONG SHORT EQUITY FUND LLC DATE OF NAME CHANGE: 20010831 D/A 1 primary_doc.xml X0706 D/A LIVE 0001158524 CMS/BARLOW LONG SHORT EQUITY FUND LLC 12505 PARK POTOMAC AVENUE SUITE 400 POTOMAC MD MARYLAND 20854 301 770 6300 DELAWARE LMW/Barlow Long Short Equity Fund LLC LWM BARLOW LONG SHORT EQUITY FUND LLC CMS STRATEGIES BARLOW LONG SHORT EQUITY FUND LLC 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 Chief Executive Officer 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 Chairman 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 0001158524-12-000001 2001-09-01 true true false 500000 Indefinite 385684841 Indefinite Item 11 - The minimum investment amount is subject to a lesser amount in the Manager's discretion. false 487 0 0 0 false CMS/BARLOW LONG SHORT EQUITY FUND LLC David Elliott David Elliott CFO/CCO of Convergent Wealth Advisors, LLC, Manager 2013-08-02