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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 |
|---|---|---|---|---|---|---|
| Jul 17, 2024 | $15.7M | 69 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 18, 2024 | $15.7M | 69 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 18, 2024 | $15.7M | 69 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Jul 21, 2023 | $17.3M | 65 | $100,000 | 600.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Jul 20, 2023 | $17.3M | 65 | $100,000 | 600.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 21, 2023 | $17.3M | 65 | $100,000 | 600.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Oct 27, 2022 | $21.5M | 47 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 11, 2022 | $21.5M | 47 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Jul 14, 2021 | $18.9M | 43 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Jul 14, 2021 | $18.9M | 43 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 19, 2021 | $18.9M | 43 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Jun 18, 2020 | $19.3M | 41 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| May 19, 2020 | $19.3M | 41 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 23, 2020 | $19.3M | 41 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 27, 2019 | $20.6M | 39 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Feb 13, 2019 | $21.3M | 34 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Jan 2, 2019 | $21.3M | 34 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Aug 27, 2018 | $21.3M | 34 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 28, 2018 | $21.3M | 34 | $100,000 | 1300.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 29, 2017 | $20.6M | 34 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 24, 2016 | $20.4M | 29 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Mar 27, 2015 | $20.3M | 30 | $100,000 | 1200.0% | yes | CMWA PRIVATE EQUITY 2014 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |