DFX Intelligence
Data Factory
Reading the graph
Reading the graph
managed by CM Wealth Advisors LLC
OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Report year | Filed | ADV fund type | GAV | Owners |
|---|---|---|---|---|
| 2024 | Jul 17, 2024 | Other Private Fund | $233M | 192 |
| 2023 | Jul 21, 2023 | Other Private Fund | $240M | 189 |
| 2022 | Oct 27, 2022 | Other Private Fund | $315M | 123 |
| 2021 | Jul 14, 2021 | Other Private Fund | $248M | 88 |
| 2020 | Jun 18, 2020 | Other Private Fund | $222M | 95 |
| 2019 | Mar 27, 2019 | Other Private Fund | $208M | 98 |
| 2018 | Aug 27, 2018 | Other Private Fund | $311M | 52 |
| 2017 | Mar 29, 2017 | Other Private Fund | $253M | 52 |
| 2016 | Mar 24, 2016 | Other Private Fund | $239M | 58 |
| 2015 | Mar 27, 2015 | Other Private Fund | $269M | 61 |
| 2014 | Apr 10, 2014 | Other Private Fund | $274M | 60 |
| 2013 | Mar 28, 2013 | Other Private Fund | $197M | 52 |
| 2012 | Mar 30, 2012 | Other Private Fund | $170M | 57 |