DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

CMS FUND ADVISERS, LLC

CRD 154682

WYNNEWOOD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53135563-7797-3220-4b8f-087bcfe4dc1c

Data as of Apr 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 6
On other graphs: 2
Observed: Jan 24, 2012 to Apr 29, 2025
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

CMS Fund Advisers, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

CMS Fund Advisers, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $814,325Item 5.F on the latest filing (2025-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $814,325
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Custody, client assets: $814,325
Relying advisers: 1
SEC number: 801-71900
CRD: 154682
Filings on the tape: 33
First filed: Jan 24, 2012
Latest filed: Apr 29, 2025
Organised: Limited Liability Company, DE
Website: cmsco.com (no longer available)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 33

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CMS STRUCTURED PRODUCTS FUND III (CAYMAN), LTD.	Private Equity Fund	$488,429	Apr 27, 2018	48	Jan 24, 2012	dropped	021-9999999999
CMS WINSTON EQUITY PARTNERS II, L.P.	Private Equity Fund	$459,179	Feb 1, 2022	68	Jan 24, 2012	dropped	021-52276
CMS 2000 INVESTMENT PARTNERS Q, L.P.	Private Equity Fund	$54,341	Jun 8, 2017	13	Jan 24, 2012	dropped	021-9999999999
CMS 1999 INVESTMENT PARTNERS, L.P.	Private Equity Fund	$50,096	Jun 8, 2017	24	Jan 24, 2012	dropped	021-9999999999
CMS 2000 INVESTMENT PARTNERS, L.P.	Private Equity Fund	$28,434	Jun 8, 2017	24	Jan 24, 2012	dropped	021-9999999999
CMS 2003 INVESTMENT PARTNERS Q, L.P.	Private Equity Fund	$21,030	Jun 25, 2024	10	Jan 24, 2012	reported	021-61507
CMS 2007 INVESTMENT PARTNERS RE-Q, L.P.	Real Estate Fund	$13,665	Mar 30, 2022	15	Jan 24, 2012	dropped	021-103857
CMS 2005 INVESTMENT PARTNERS PE-Q, L.P.	Private Equity Fund	$7,238	Mar 30, 2022	14	Jan 24, 2012	dropped	021-86741
CMS 2000 INVESTMENT PARTNERS QP, L.P.	Private Equity Fund	$5,002	Apr 27, 2018	3	Jan 24, 2012	dropped	021-9999999999
CMS 2002 INVESTMENT PARTNERS Q, L.P.	Private Equity Fund	$2,612	Mar 30, 2022	9	Jan 24, 2012	dropped	021-48838
CMS 2003 INVESTMENT PARTNERS, L.P.	Private Equity Fund	$1,456	Jun 25, 2024	5	Jan 24, 2012	reported	021-61488
CMS 2007 INVESTMENT PARTNERS RE, L.P.	Real Estate Fund	$1,401	Mar 30, 2022	5	Jan 24, 2012	dropped	021-103855
CMS 2005 INVESTMENT PARTNERS RE-Q, L.P.	Real Estate Fund	$602	Mar 30, 2022	15	Jan 24, 2012	dropped	021-86740
CMS 2005 INVESTMENT PARTNERS PE, L.P.	Private Equity Fund	$447	Mar 30, 2022	2	Jan 24, 2012	dropped	021-86744
CMS 2002 INVESTMENT PARTNERS, L.P.	Private Equity Fund	$230	Mar 30, 2022	10	Jan 24, 2012	dropped	021-48837
CMS 2005 INVESTMENT PARTNERS RE, L.P.	Real Estate Fund	$9	Mar 30, 2022	2	Jan 24, 2012	dropped	021-86745
CMS PLATINUM FUND II, L.P.	Private Equity Fund	$0	Mar 30, 2023	165	Jan 24, 2012	dropped	021-108540
CMS TECHNOLOGY PARTNERS Q, L.P.	Private Equity Fund	$0	Dec 16, 2014	139	Jan 24, 2012	dropped	021-9999999999
CMS PRIVATE EQUITY PARTNERS XIV-Q, L.P.	Private Equity Fund	$0	Jun 8, 2017	207	Jan 24, 2012	dropped	021-9999999999
CMS DEFENSE FUND, L.P.	Private Equity Fund	$0	Dec 16, 2014	72	Jan 24, 2012	dropped	021-79544
CMS/KRG COLLECT AMERICA PARTNERS, L.P.	Private Equity Fund	$0	Apr 27, 2018	57	Jan 24, 2012	dropped	021-80282
CMS TECHNOLOGY PARTNERS, L.P.	Private Equity Fund	$0	Dec 16, 2014	63	Jan 24, 2012	dropped	021-9999999999
CMS MULTIFAMILY INVESTMENT FUND II, L.P.	Real Estate Fund	$0	Mar 28, 2013	27	Jan 24, 2012	dropped	021-9999999999
CMS/KRG/GREENBRIAR PARTNERS, L.P.	Private Equity Fund	$0	Apr 27, 2018	162	Jan 24, 2012	dropped	021-999999999
CMS/MONTAUK SECONDARY BUYOUT FUND, L.P.	Private Equity Fund	$0	May 16, 2016	123	Jan 24, 2012	dropped	021-9999999999

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLAPPER, DAVID, ANDREW	VICE PRESIDENT, SECRETARY	Na	yes	09/2010	Jan 24, 2012	Jun 25, 2024
CMS HOLDCO LLC	SOLE MANAGING MEMBER - 100% OWNER	E	yes	09/2010	Jan 24, 2012	Jun 25, 2024
LANDMAN, WILLIAM, ALAN	VICE PRESIDENT, ASSISTANT SECRETARY	Na	yes	09/2010	Jan 24, 2012	Jun 25, 2024
SILBERBERG, PAUL	President	Na	yes	09/2010	Jan 24, 2012	Jun 25, 2024
ROMANELLI, WILLIAM, J	CHIEF COMPLIANCE OFFICER	Na	no	06/2024	Mar 30, 2022	Jun 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MAINLINE INVESTMENT ADVISERS, LLC	n/a	Asset manager	$110M	N	yes	n/a
MERION REALTY ADVISERS, LLC	n/a	Asset manager	$99.3M	N	yes	n/a
MAINLINE INVESTMENT PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
MAINLINE SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
MERION BAY POINT GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION CHAMPIONS WALK GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION COLLINGSWOOD GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION CRANBERRY GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION EAGLE RIDGE JV GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION FLAGLER GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION GROTON GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION LOCUST GROVE GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION MILFORD GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION MILLSBORO GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION MONROE GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION MULTIFAMILY FUND III GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION REALTY INVESTMENT PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
MERION REALTY VENTURES, LLC	n/a	n/a	n/a	N	yes	n/a
MERION SHELTON GP, LLC	n/a	n/a	n/a	N	yes	n/a
MERION STRATFORD GP, LLC	n/a	n/a	n/a	N	yes	n/a
MRM RESIDENTIAL MANAGEMENT LLC AND MRM RESIDENTIAL HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 29, 2025	$814,325	$814,325	4	4	0	n/a	n/a
2023	Mar 29, 2024	$5.9M	$5.9M	5	5	0	2	$22,486
2022	Mar 30, 2023	$13.6M	$13.6M	6	6	0	3	$25,407
2021	Mar 30, 2022	$51.6M	$51.6M	6	6	0	11	$16.3M
2020	Mar 30, 2021	$459,179	$0	7	7	0	12	$20.6M
2019	Mar 30, 2020	$6.2M	$0	7	7	0	13	$27.2M
2018	Mar 29, 2019	$6.0M	$0	7	7	0	13	$44.1M
2017	Mar 29, 2018	$8.7M	$0	7	7	0	17	$67.4M
2016	Mar 24, 2017	$9.9M	$0	7	7	n/a	22	$87.4M
2015	Mar 28, 2016	$20.8M	$0	7	7	n/a	23	$124M
2014	Mar 27, 2015	$37.2M	$0	7	6	n/a	23	$160M
2013	Mar 28, 2014	$52.4M	$0	6	6	n/a	30	$178M
2012	Mar 28, 2013	$102M	$0	9	9	n/a	33	$239M
2011	Mar 29, 2012	$141M	$0	n/a	n/a	n/a	33	$295M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$814,325	$5.9M	-86.2%	$51.6M	-74.9%	4	5	0	0

Relationships

Affiliated with (5)

← MAINLINE INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MERION REALTY ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MERION REALTY ADVISERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MAINLINE INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MAINLINE PRIVATE WEALTH, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (33)

→ CMS 2003 INVESTMENT PARTNERS Q, L.P.Private fundPrivate Equity Fund, IA
Jan 24, 2012 to presentfactForm ADV
→ CMS 2003 INVESTMENT PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Jan 24, 2012 to presentfactForm ADV
→ CMS PLATINUM FUND II, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2023factForm ADV
→ CMS 2002 INVESTMENT PARTNERS Q, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2005 INVESTMENT PARTNERS RE-Q, L.P.Private fundReal Estate Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2007 INVESTMENT PARTNERS RE, L.P.Private fundReal Estate Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2005 INVESTMENT PARTNERS PE, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2002 INVESTMENT PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2007 INVESTMENT PARTNERS RE-Q, L.P.Private fundReal Estate Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2005 INVESTMENT PARTNERS RE, L.P.Private fundReal Estate Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS 2005 INVESTMENT PARTNERS PE-Q, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2022factForm ADV
→ CMS WINSTON EQUITY PARTNERS II, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Feb 1, 2022factForm ADV
→ CMS LIFE INSURANCE OPPORTUNITY FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Mar 30, 2020factForm ADV
→ CMS/KRG COLLECT AMERICA PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Apr 27, 2018factForm ADV
→ CMS 2000 INVESTMENT PARTNERS QP, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Apr 27, 2018factForm ADV
→ CMS/KRG/GREENBRIAR PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Apr 27, 2018factForm ADV
→ CMS STRUCTURED PRODUCTS FUND III (CAYMAN), LTD.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Apr 27, 2018factForm ADV
→ CMS PRIVATE EQUITY PARTNERS XIV, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Jun 8, 2017factForm ADV
→ CMS PRIVATE EQUITY PARTNERS XIV-Q, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Jun 8, 2017factForm ADV
→ CMS 2000 INVESTMENT PARTNERS Q, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Jun 8, 2017factForm ADV
→ CMS 1999 INVESTMENT PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Jun 8, 2017factForm ADV
→ CMS 2000 INVESTMENT PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Jun 8, 2017factForm ADV
→ CMS/MONTAUK SECONDARY BUYOUT FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to May 16, 2016factForm ADV
→ CMS ENTREPRENEURIAL REAL ESTATE FUND II-Q, L.P.Private fundReal Estate Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
→ CMS/LANGONE FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
→ CMS DEFENSE FUND Q, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
→ CMS ENTREPRENEURIAL REAL ESTATE FUND II, L.P.Private fundReal Estate Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
→ CMS TECHNOLOGY PARTNERS Q, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
→ CMS DEFENSE FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
→ CMS TECHNOLOGY PARTNERS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Jan 24, 2012 to Dec 16, 2014factForm ADV
and 3 more

Controls (4)

← SILBERBERG, PAULOwnerPRESIDENT, ownership code NA, individual
Jan 24, 2012 to Jun 25, 2024factForm ADV
← LANDMAN, WILLIAM, ALANOwnerVICE PRESIDENT, ASSISTANT SECRETARY, ownership code NA, individual
Jan 24, 2012 to Jun 25, 2024factForm ADV
← CLAPPER, DAVID, ANDREWOwnerVICE PRESIDENT, SECRETARY, ownership code NA, individual
Jan 24, 2012 to Jun 25, 2024factForm ADV
← CMS HOLDCO LLCOwnerSOLE MANAGING MEMBER - 100% OWNER, ownership code E, domestic entity
Jan 24, 2012 to Jun 25, 2024factForm ADV

Owns (1)

← ROMANELLI, WILLIAM, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2022 to Jun 25, 2024factForm ADV

Registered with (2)

← WILLIAM ALAN LANDMANAdvisorregistration: previous registration
Oct 28, 2010 to Jul 15, 2021factForm ADV
← BRYAN DANIEL DALESANDROAdvisorregistration: previous registration
Oct 29, 2010 to Mar 28, 2014factForm ADV

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
Cms Fund Advisers, Llc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $814,325)
Form ADVobserved 6 days ago
$814,325
Occurred
Oct 6, 2023
Control person left
I Mark Solomon (Vice President, Assistant Secretary) no longer on Schedule A of Cms Fund Advisers, Llc (listed 2023-04-28, absent 2023-10-06)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person left
Tucker John Adams (Treasurer, Vice President) no longer on Schedule A of Cms Fund Advisers, Llc (listed 2022-02-01, absent 2022-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
J William Romanelli (Treasurer, Chief Financial Officer) appeared on Schedule A of Cms Fund Advisers, Llc
Form ADVobserved 6 days ago
Occurred
Feb 1, 2022
Control person left
Herbert Morey Goldberg (Vice President, Assistant Secretary) no longer on Schedule A of Cms Fund Advisers, Llc (listed 2021-09-28, absent 2022-02-01)
Form ADVobserved 6 days ago
Occurred
May 3, 2021
Control person left
Alan Richard Mitchell (Cco, Secretary, Vice President, General Counsel) no longer on Schedule A of Cms Fund Advisers, Llc (listed 2021-04-29, absent 2021-05-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53135563-7797-3220-4b8f-087bcfe4dc1c
First observed: Jan 24, 2012
Last observed: Apr 29, 2025 17 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CMS FUND ADVISERS, LLC

CRD 154682

WYNNEWOOD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53135563-7797-3220-4b8f-087bcfe4dc1c

Data as of Apr 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CMS STRUCTURED PRODUCTS FUND III (CAYMAN), LTD.

Private Equity Fund

$488,429

Apr 27, 2018

Jan 24, 2012

dropped

021-9999999999

CMS WINSTON EQUITY PARTNERS II, L.P.

Private Equity Fund

$459,179

Feb 1, 2022

Jan 24, 2012

dropped

021-52276

CMS 2000 INVESTMENT PARTNERS Q, L.P.

Private Equity Fund

$54,341

Jun 8, 2017

Jan 24, 2012

dropped

021-9999999999

CMS 1999 INVESTMENT PARTNERS, L.P.

Private Equity Fund

$50,096

Jun 8, 2017

Jan 24, 2012

dropped

021-9999999999

CMS 2000 INVESTMENT PARTNERS, L.P.

Private Equity Fund

$28,434

Jun 8, 2017

Jan 24, 2012

dropped

021-9999999999

CMS 2003 INVESTMENT PARTNERS Q, L.P.

Private Equity Fund

$21,030

Jun 25, 2024

Jan 24, 2012

reported

021-61507

CMS 2007 INVESTMENT PARTNERS RE-Q, L.P.

Real Estate Fund

$13,665

Mar 30, 2022

Jan 24, 2012

dropped

021-103857

CMS 2005 INVESTMENT PARTNERS PE-Q, L.P.

Private Equity Fund

$7,238

Mar 30, 2022

Jan 24, 2012

dropped

021-86741

CMS 2000 INVESTMENT PARTNERS QP, L.P.

Private Equity Fund

$5,002

Apr 27, 2018

Jan 24, 2012

dropped

021-9999999999

CMS 2002 INVESTMENT PARTNERS Q, L.P.

Private Equity Fund

$2,612

Mar 30, 2022

Jan 24, 2012

dropped

021-48838

CMS 2003 INVESTMENT PARTNERS, L.P.

Private Equity Fund

$1,456

Jun 25, 2024

Jan 24, 2012

reported

021-61488

CMS 2007 INVESTMENT PARTNERS RE, L.P.

Real Estate Fund

$1,401

Mar 30, 2022

Jan 24, 2012

dropped

021-103855

CMS 2005 INVESTMENT PARTNERS RE-Q, L.P.

Real Estate Fund

$602

Mar 30, 2022

Jan 24, 2012

dropped

021-86740

CMS 2005 INVESTMENT PARTNERS PE, L.P.

Private Equity Fund

$447

Mar 30, 2022

Jan 24, 2012

dropped

021-86744

CMS 2002 INVESTMENT PARTNERS, L.P.

Private Equity Fund

$230

Mar 30, 2022

Jan 24, 2012

dropped

021-48837

CMS 2005 INVESTMENT PARTNERS RE, L.P.

Real Estate Fund

Mar 30, 2022

Jan 24, 2012

dropped

021-86745

CMS PLATINUM FUND II, L.P.

Private Equity Fund

Mar 30, 2023

165

Jan 24, 2012

dropped

021-108540

CMS TECHNOLOGY PARTNERS Q, L.P.

Private Equity Fund

Dec 16, 2014

139

Jan 24, 2012

dropped

021-9999999999

CMS PRIVATE EQUITY PARTNERS XIV-Q, L.P.

Private Equity Fund

Jun 8, 2017

207

Jan 24, 2012

dropped

021-9999999999

CMS DEFENSE FUND, L.P.

Private Equity Fund

Dec 16, 2014

Jan 24, 2012

dropped

021-79544

CMS/KRG COLLECT AMERICA PARTNERS, L.P.

Private Equity Fund

Apr 27, 2018

Jan 24, 2012

dropped

021-80282

CMS TECHNOLOGY PARTNERS, L.P.

Private Equity Fund

Dec 16, 2014

Jan 24, 2012

dropped

021-9999999999

CMS MULTIFAMILY INVESTMENT FUND II, L.P.

Real Estate Fund

Mar 28, 2013

Jan 24, 2012

dropped

021-9999999999

CMS/KRG/GREENBRIAR PARTNERS, L.P.

Private Equity Fund

Apr 27, 2018

162

Jan 24, 2012

dropped

021-999999999

CMS/MONTAUK SECONDARY BUYOUT FUND, L.P.

Private Equity Fund

May 16, 2016

123

Jan 24, 2012

dropped

021-9999999999

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLAPPER, DAVID, ANDREW

VICE PRESIDENT, SECRETARY

yes

09/2010

Jan 24, 2012

Jun 25, 2024

CMS HOLDCO LLC

SOLE MANAGING MEMBER - 100% OWNER

yes

09/2010

Jan 24, 2012

Jun 25, 2024

LANDMAN, WILLIAM, ALAN

VICE PRESIDENT, ASSISTANT SECRETARY

yes

09/2010

Jan 24, 2012

Jun 25, 2024

SILBERBERG, PAUL

President

yes

09/2010

Jan 24, 2012

Jun 25, 2024

ROMANELLI, WILLIAM, J

CHIEF COMPLIANCE OFFICER

06/2024

Mar 30, 2022

Jun 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MAINLINE INVESTMENT ADVISERS, LLC

n/a

Asset manager

$110M

yes

n/a

MERION REALTY ADVISERS, LLC

n/a

Asset manager

$99.3M

yes

n/a

MAINLINE INVESTMENT PARTNERS, LLC

n/a

yes

n/a

MAINLINE SECURITIES LLC

n/a

yes

n/a

MERION BAY POINT GP, LLC

n/a

yes

n/a

MERION CHAMPIONS WALK GP, LLC

n/a

yes

n/a

MERION COLLINGSWOOD GP, LLC

n/a

yes

n/a

MERION CRANBERRY GP, LLC

n/a

yes

n/a

MERION EAGLE RIDGE JV GP, LLC

n/a

yes

n/a

MERION FLAGLER GP, LLC

n/a

yes

n/a

MERION GROTON GP, LLC

n/a

yes

n/a

MERION LOCUST GROVE GP, LLC

n/a

yes

n/a

MERION MILFORD GP, LLC

n/a

yes

n/a

MERION MILLSBORO GP, LLC

n/a

yes

n/a

MERION MONROE GP, LLC

n/a

yes

n/a

MERION MULTIFAMILY FUND III GP, LLC

n/a

yes

n/a

MERION REALTY INVESTMENT PARTNERS, LLC

n/a

yes

n/a

MERION REALTY VENTURES, LLC

n/a

yes

n/a

MERION SHELTON GP, LLC

n/a

yes

n/a

MERION STRATFORD GP, LLC

n/a

yes

n/a

MRM RESIDENTIAL MANAGEMENT LLC AND MRM RESIDENTIAL HOLDINGS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 29, 2025

$814,325

n/a

2023

Mar 29, 2024

$5.9M

$22,486

2022

Mar 30, 2023

$13.6M

$25,407

2021

Mar 30, 2022

$51.6M

$16.3M

2020

Mar 30, 2021

$459,179

$20.6M

2019

Mar 30, 2020

$6.2M

$27.2M

2018

Mar 29, 2019

$6.0M

$44.1M

2017

Mar 29, 2018

$8.7M

$67.4M

2016

Mar 24, 2017

$9.9M

n/a

$87.4M

2015

Mar 28, 2016

$20.8M

n/a

$124M

2014

Mar 27, 2015

$37.2M

n/a

$160M

2013

Mar 28, 2014

$52.4M

n/a

$178M

2012

Mar 28, 2013

$102M

n/a

$239M

2011

Mar 29, 2012

$141M

n/a

$295M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$814,325

$5.9M

-86.2%

$51.6M

-74.9%