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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 |
|---|---|---|---|---|---|---|
| Jun 18, 2020 | $284 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| May 19, 2020 | $284 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Mar 23, 2020 | $284 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Mar 27, 2019 | $457,984 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Feb 13, 2019 | $464,199 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Jan 2, 2019 | $464,199 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Aug 27, 2018 | $464,199 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Mar 28, 2018 | $464,199 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Mar 29, 2017 | $681,268 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Mar 24, 2016 | $935,058 | 5 | $100,000 | 5700.0% | yes | CLANCO PARTNERS XII |
| Mar 27, 2015 | $1.1M | 5 | $100,000 | 5800.0% | yes | CLANCO PARTNERS XII |
| Apr 10, 2014 | $1.2M | 5 | $100,000 | 5800.0% | yes | CLANCO PARTNERS XII |
| Apr 10, 2014 | $1.2M | 5 | $100,000 | 5800.0% | yes | CLANCO PARTNERS XII |
| Mar 28, 2014 | $1.2M | 5 | $100,000 | 5800.0% | yes | CLANCO PARTNERS XII |
| Mar 28, 2013 | $1.5M | 5 | $100,000 | 5800.0% | yes | CLANCO PARTNERS XII |
| Mar 30, 2012 | $1.8M | 5 | $100,000 | 5800.0% | yes | CLANCO PARTNERS XII |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |