Private credit manager · probable Lower middle market 2024 PE fund GAV $278M 4 PE funds of 4, latest vintage 2024 1 investment professional last event Jul 13, 2026
CM Wealth is a multi-family office managing $2B+ in assets for families nationally. The firm provides institutional private equity access through proprietary sourcing and the private office infrastructure required to manage complexities of significant wealth, such as family governance and tax prep. Based in Northeast Ohio, the employee-owned firm was founded in 1983 as a single-family office.
Lower middle market 2024 PE fund GAV $650M 36 PE funds of 53, latest vintage 2026 3 investment professionals last event Mar 24, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event May 6, 2026
••• Locked
Middle market 2024 PE fund GAV $1.7B 5 PE funds of 5, latest vintage 2022 5 investment professionals last event Sep 1, 2026
•• C•• Berlin · x•••.com · SEC exempt reporting adviser
Buyout firm Lower middle market 2024 PE fund GAV $437M 2 PE funds of 2, latest vintage 2018 investment professionals not tracked last event Mar 30, 2012
••• Locked
Stated: Real estate, Industrials, Hospitality and leisure, Building products
Industries: Industrial services (stated) · Manufacturing (stated) · Hospitality and leisure (stated)
Lower middle market 2024 PE fund GAV $3.6M 1 PE fund of 3, latest vintage 2019 investment professionals not tracked last event Aug 2, 2016
Lower middle market 2024 PE fund GAV $22,486 25 PE funds of 25, latest vintage 2009 1 investment professional last event Sep 1, 2026
••• Locked
Industries: Software (46 companies) · Financial services (14 companies) · Media and telecom (9 companies)
unsized 2024 PE fund GAV $749M 3 PE funds of 3, latest vintage 2018 1 investment professional last event Sep 1, 2026
unsized 2024 PE fund GAV not reported 8 PE funds of 8, latest vintage 2015 1 investment professional last event Sep 1, 2026
••• Locked
Stated: EBITDA $5.0M+ · revenue $25.0M+ · control or majority or minority · Technology, Industrials, Manufacturing, Consumer and 3 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market 2024 PE fund GAV $1.8B 10 PE funds of 20, latest vintage 2024 investment professionals not tracked last event Mar 30, 2026
••• Locked
unsized 2024 PE fund GAV $26.9M 1 PE fund of 1 5 investment professionals last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $11.7M 2 PE funds of 2, latest vintage 2022 1 investment professional last event Mar 31, 2026
••• Locked
Lower middle market 2024 PE fund GAV $169M 13 PE funds of 20, latest vintage 2024 11 investment professionals last event Mar 27, 2026
••• Locked
Industries: Software (3 companies) · Financial services (1 company) · Aerospace, defense and government (1 company)
Large cap 2024 PE fund GAV $48B 148 PE funds of 156, latest vintage 2024 5 investment professionals last event Jul 29, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported PE funds not tracked 1 investment professional
unsized 2024 PE fund GAV not reported 1 PE fund of 1 2 investment professionals last event Sep 1, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported PE funds not tracked 1 investment professional
••• Locked
Stated: Energy
Industries: Energy, utilities and infrastructure (stated)
unsized 2024 PE fund GAV not reported 0 PE funds of 8, latest vintage 2025 28 investment professionals last event Sep 1, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported PE funds not tracked investment professionals not tracked
Hybrid manager · probable Industries: Healthcare services (1 company) · Life sciences (1 company)
unsized 2024 PE fund GAV not reported PE funds not tracked investment professionals not tracked last event Mar 16, 2022
Hybrid manager · probable unsized 2024 PE fund GAV not reported 1 PE fund of 1, latest vintage 2013 1 investment professional last event Sep 1, 2026
•• C••••••• S• Paris · c•••••••.com · SEC exempt reporting adviser
Buyout firm · probable ••• Locked
unsized 2024 PE fund GAV not reported 1 PE fund of 1 7 investment professionals last event Sep 16, 2026
Hybrid manager · probable ••• Locked
Industries: Business services (1 company)
Lower middle market 2024 PE fund GAV $44.4M 1 PE fund of 1 1 investment professional last event Sep 17, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported PE funds not tracked investment professionals not tracked last event Oct 29, 2025
•• C••••• C•••••• Boston, MA · c•••••••••.com · SEC registered investment adviser
Buyout firm ••• Locked
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
Lower middle market 2024 PE fund GAV $441M 2 PE funds of 2, latest vintage 2023 1 investment professional last event Jul 19, 2021
••• Locked
Stated: equity check $10.0M to $30.0M
Middle market 2024 PE fund GAV $1.0B 9 PE funds of 10, latest vintage 2022 15 investment professionals last event Mar 25, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event May 25, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event Feb 19, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event Feb 19, 2026
unsized 2024 PE fund GAV not reported 2 PE funds of 3, latest vintage 2019 investment professionals not tracked last event Sep 1, 2026
•• C••••••• Birmingham, AL · c•••••••••.com · SEC registered investment adviser
Hybrid manager · probable ••• Locked
Lower middle market 2024 PE fund GAV not reported 0 PE funds of 1, latest vintage 2016 investment professionals not tracked last event Mar 20, 2026
Private credit manager · probable ••• Locked
Middle market 2024 PE fund GAV $3.1B 20 PE funds of 25, latest vintage 2026 13 investment professionals last event Sep 15, 2026
Lower middle market 2024 PE fund GAV $93.7M 2 PE funds of 2, latest vintage 2021 1 investment professional last event Sep 1, 2026
Lower middle market 2024 PE fund GAV $50.4M 7 PE funds of 7, latest vintage 2024 investment professionals not tracked last event Feb 16, 2020
•• C••••• L•• Location unknown · c•••••.com · SEC exempt reporting adviser
Buyout firm · probable ••• Locked
Stated: Business services, Industrials, Healthcare
Industries: Healthcare services (stated) · Life sciences (stated) · Business services (stated)
Lower middle market 2024 PE fund GAV $147M 1 PE fund of 2, latest vintage 2024 11 investment professionals last event Jul 24, 2023
Lower middle market 2024 PE fund GAV $234M 4 PE funds of 5, latest vintage 2024 investment professionals not tracked last event Mar 30, 2026
Hybrid manager · probable ••• Locked
unsized 2024 PE fund GAV not reported 0 PE funds of 0 1 investment professional last event Aug 21, 2025
Venture firm with private equity activity · probable ••• Locked
unsized 2024 PE fund GAV not reported 0 PE funds of 4 1 investment professional last event Sep 1, 2026
••• Locked
Stated: revenue $100M+ · Financial services
Industries: Financial services (stated)
Lower middle market 2024 PE fund GAV $62.3M 3 PE funds of 4, latest vintage 2024 1 investment professional last event Sep 17, 2026
Private credit manager · probable Middle market 2024 PE fund GAV $4.1B 7 PE funds of 16, latest vintage 2024 investment professionals not tracked last event Jun 26, 2026
Large cap 2024 PE fund GAV $37B 10 PE funds of 24, latest vintage 2025 investment professionals not tracked last event Jul 2, 2026
Lower middle market 2024 PE fund GAV $166M 4 PE funds of 4, latest vintage 2020 1 investment professional last event May 1, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported PE funds not tracked 1 investment professional
Hybrid manager · probable unsized 2024 PE fund GAV not reported 0 PE funds of 0 investment professionals not tracked last event Jun 12, 2025
••• Locked
Lower middle market 2024 PE fund GAV $182M 2 PE funds of 3, latest vintage 2022 investment professionals not tracked last event Sep 12, 2012
•• C••••••• C•••••• Alexandria, VA · c•••••.com · SEC registered investment adviser
Venture firm with private equity activity · probable ••• Locked
Stated: Technology, Media and telecom, Infrastructure
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market 2024 PE fund GAV $187M 1 PE fund of 1 15 investment professionals last event Aug 9, 2022
Lower middle market 2024 PE fund GAV not reported 1 PE fund of 1 investment professionals not tracked last event Sep 1, 2026
Lower middle market 2024 PE fund GAV not reported 0 PE funds of 10, latest vintage 2025 investment professionals not tracked last event Sep 17, 2026
Hybrid manager · probable unsized 2024 PE fund GAV not reported 0 PE funds of 0 4 investment professionals last event Sep 1, 2026
••• Locked
Lower middle market 2024 PE fund GAV $41.0M 2 PE funds of 2, latest vintage 2022 investment professionals not tracked last event Jun 4, 2021