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C••••• P•••••• E••••• 2••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthP•••••• fundprivate equity fund3(c)(7)fund of fundsdropped

C••••• P•••••• E••••• 2••• L••

advised by CM WEALTH ADVISORS LLC

Ohio, United States

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Search this name across graphsid dfx:ria:ff6d0ac9-35a7-2ec6-1467-8cd2dafc43e4

Data as of Jul 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Jul 17, 2024
27 observations

Across DFX

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

Private Equityidentity

C••••• P•••••• E••••• 2••• L••

P•••••• equity fund · shared adv fund id

Facts

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

Adviser: CM WEALTH ADVISORS LLCCRD 119467
Fund type: P•••••• Equity Fund
Latest reported GAV: $851,736gross asset value on Schedule D 7.B(1), as of 2024-07-17; never fund size
Peak reported GAV: $8.2M
Beneficial owners: 36
Minimum investment: $100,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 17, 2024

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BNY MELLON WEALTH MANAGEMENT	BNY MELLON	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← CM WEALTH ADVISORS LLCRegistered adviserP•••••• Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff6d0ac9-35a7-2ec6-1467-8cd2dafc43e4
First observed: Mar 30, 2012
Last observed: Jul 17, 2024 26 months ago
Source families: Federal regulator filings
1 registered feed 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.