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 IV

Private Equity Fundadvised byCm Wealth Advisors LLCindependent RIA805-5625163506no longer reportedIAPD
Gross asset value
$1.5M
as of Apr 10, 2014; not a fund size
Peak GAV
$1.5M
highest filing
Owners
7
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
25%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
5 filings
Mar 30, 2012 to Apr 10, 2014
Reporting history
one row per Form ADV filing
Gross asset value$1.5M as of Apr 10, 2014
Mar 30, 2012$1.5M then
Owners7 as of Apr 10, 2014
Mar 30, 20127 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
25%reportedadviser and related persons