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Private Equity
Beachwood, OH
CM Wealth is a multi-family office managing $2B+ in assets for families nationally. The firm provides institutional private equity access through proprietary sourcing and the private office infrastructure required to manage complexities of significant wealth, such as family governance and tax prep. Based in Northeast Ohio, the employee-owned firm was founded in 1983 as a single-family office.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Fund | Vintage | Lifecycle | ADV type | Form D sold | GAV | LPs |
|---|---|---|---|---|---|---|
| Cmwa Private Opportunities Fund III | 2024 | Unknown | Private Equity Fund | n/a | $43.9M | 0 |
| Cmwa Private Opportunities II | 2022 | Early deployment | Private Equity Fund | n/a | $31.6M | 0 |
| Cmwa Private Equity 2022 LLC | 2022 | Unknown | Private Equity Fund | n/a | $85.9M | 0 |
| Cmwa Private Equity 2021 | 2021 | Early deployment | Private Equity Fund | n/a | $45.2M | 0 |
| Cmwa Private Equity 2020 | 2020 | Unknown | Private Equity Fund | n/a | $34.6M | 0 |
| Cmwa Private Equity 2019 | 2019 | Active deployment | Private Equity Fund | n/a | $45.2M | 0 |
| Cmwa Private Opportunities I | 2019 | Harvest | Private Equity Fund | n/a | $12.7M | 0 |
| Cmwa Private Equity 2018 | 2018 | Harvest | Private Equity Fund | n/a | $35.6M | 0 |
| Cmwa Private Equity 2017 | 2017 | Harvest | Private Equity Fund | n/a | $41.2M | 0 |
| Cmwa Private Equity 2016 LLC | 2016 | Mature | Private Equity Fund | n/a | $37.2M | 0 |
| Cmwa Private Equity 2015 | 2015 | Mature | Private Equity Fund | n/a | $37.6M | 0 |
| Cmwa Private Equity 2014 | 2014 | Harvest | Private Equity Fund | n/a | $15.7M | 0 |
| Cmwa Biomotiv | 2014 | Unknown | Private Equity Fund | n/a | $1.5M | 0 |
| Cmwa Private Equity 2012 | 2012 | Harvest | Private Equity Fund | n/a | $14.7M | 0 |
| Cmwa Private Equity 2011 LLC | 2011 | Harvest | Private Equity Fund | n/a | $6.2M | 0 |
| Clanco Private Equity 2010 LLC | 2010 | Harvest | Private Equity Fund | n/a | $851,736 | 0 |
| Clanco Private Equity 2007 LLC | 2007 | Wound down | Private Equity Fund | n/a | $1.6M | 0 |
| Clanco Private Equity 2006 LLC | 2006 | Wound down | Private Equity Fund | n/a | $2.7M | 0 |
| Clanco Private Equity 2005 LLC | 2005 | Wound down | Private Equity Fund | n/a | $513,463 | 0 |
| Clanco Private Equity 2004 LLC | 2004 | Wound down | Private Equity Fund | n/a | $0 | 0 |
| Clanco Partners IV | n/a | Wound down | Private Equity Fund | n/a | $1.5M | 0 |
| Cmwa Csi Opportunities | n/a | Wound down | Other Private Fund | n/a | $2.0M | 0 |
| Cmwa Emerging Markets Partnership | n/a | Harvest | Other Private Fund | n/a | $53.0M | 0 |
| Cmwa Common Sense Partners LLC | n/a | Wound down | Other Private Fund | n/a | $0 | 0 |
| Clanco Partners Xii | n/a | Wound down | Private Equity Fund | n/a | $284 | 0 |
Also named here, with no published line of their own (reach them through the firm): Paul Andrew Bodnar (Member, Chief Investment Officer, Member Board Of Managers Member), Robert Douglas Mccreery (Manager & Ceo), Neal Colby (Member, Chief Financial Officer, Member Board Of Managers Member), Aileen Patricia Bost (Member, Chief Client Officer, Member Board Of Managers Member), Douglas John Smorag (Chief Operating Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan