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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 |
|---|---|---|---|---|---|---|
| Apr 10, 2014 | $2.0M | 28 | $100,000 | 1600.0% | yes | CMWA CSI OPPORTUNITIES |
| Apr 10, 2014 | $2.0M | 28 | $100,000 | 1600.0% | yes | CMWA CSI OPPORTUNITIES |
| Mar 28, 2014 | $2.0M | 28 | $100,000 | 1600.0% | yes | CMWA CSI OPPORTUNITIES |
| Mar 28, 2013 | $14.0M | 28 | $100,000 | 1500.0% | yes | CMWA CSI OPPORTUNITIES |
| Mar 30, 2012 | $15.1M | 29 | $100,000 | 1500.0% | yes | CMWA CSI OPPORTUNITIES |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |