DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Private fund
Cmwa Crestline Partners LLC
Other Private Fundadvised byCm Wealth Advisors LLCindependent RIA805-1840161967no longer reportedIAPD
Gross asset value
$879,033
as of Mar 27, 2015; not a fund size
Peak GAV
$3.0M
highest filing
Owners
37
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
17%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
6 filings
Mar 30, 2012 to Mar 27, 2015
Reporting history
one row per Form ADV filing
Gross asset value$879,033 as of Mar 27, 2015
Mar 30, 2012$3.0M then
Owners37 as of Mar 27, 2015
Mar 30, 201239 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Ohio, United Statesreported
- Clients solicited
- noreported
- Form D file number
- 021-65847reportedthe join to the Form D offering
- Type as written
- FUND OF FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Bny Mellon Wealth ManagementBoston, Massachusetts
Across DFX
shared identifiers only
- Cmwa Crestline Partners LLC · peshared adv fund id
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- not on the adviser's later filingsderived
- Share
- 17%reportedadviser and related persons