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

Clanco Partners Xiv

Private Equity Fundadvised byCm Wealth Advisors LLCindependent RIA805-5119945802no longer reportedIAPD
Gross asset value
$1.6M
as of Feb 13, 2019; not a fund size
Peak GAV
$4.9M
highest filing
Owners
14
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
19%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
12 filings
Mar 30, 2012 to Feb 13, 2019
Reporting history
one row per Form ADV filing
Gross asset value$1.6M as of Feb 13, 2019
Mar 30, 2012$4.9M then
Owners14 as of Feb 13, 2019
Mar 30, 201214 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
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bny Mellon Wealth Management
    Boston, Massachusetts
Across DFX
shared identifiers only
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
19%reportedadviser and related persons