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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 |
|---|---|---|---|---|---|---|
| Jul 17, 2024 | $12.7M | 37 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 18, 2024 | $12.7M | 37 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 18, 2024 | $12.7M | 37 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Jul 21, 2023 | $16.1M | 37 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Jul 20, 2023 | $16.1M | 37 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 21, 2023 | $16.1M | 37 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Oct 27, 2022 | $19.8M | 22 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 11, 2022 | $19.8M | 22 | $100,000 | 200.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Jul 14, 2021 | $20.0M | 22 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Jul 14, 2021 | $20.0M | 22 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 19, 2021 | $20.0M | 22 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Jun 18, 2020 | $20.1M | 22 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| May 19, 2020 | $20.1M | 22 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 23, 2020 | $20.1M | 22 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Mar 27, 2019 | $19.5M | 21 | $100,000 | 300.0% | yes | CMWA PRIVATE OPPORTUNITIES I |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |