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Reading the graph
advised by CM WEALTH ADVISORS LLC
Ohio, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Feb 13, 2019 | $0 | 0 | $100,000 | 0.0% | yes | CLANCO PARTNERS XI |
| Jan 2, 2019 | $0 | 0 | $100,000 | 0.0% | yes | CLANCO PARTNERS XI |
| Aug 27, 2018 | $0 | 0 | $100,000 | 0.0% | yes | CLANCO PARTNERS XI |
| Mar 28, 2018 | $0 | 0 | $100,000 | 0.0% | yes | CLANCO PARTNERS XI |
| Mar 29, 2017 | $0 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Mar 24, 2016 | $541,125 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Mar 27, 2015 | $636,753 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Apr 10, 2014 | $648,285 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Apr 10, 2014 | $648,285 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Mar 28, 2014 | $648,285 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Mar 28, 2013 | $676,045 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Mar 30, 2012 | $750,144 | 4 | $100,000 | 5600.0% | yes | CLANCO PARTNERS XI |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |