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 Emerging Markets Partnership

Other Private Fundadvised byCm Wealth Advisors LLCindependent RIA805-5897068915IAPD
Gross asset value
$51.8M
as of Mar 24, 2026; not a fund size
Peak GAV
$100M
highest filing
Owners
79
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
6%
of the fund
Owned by funds
30%
fund-of-funds interests
Non-US owners
0%
Reported
27 filings
Mar 30, 2012 to Mar 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$53.0M as of Jul 17, 2024
Mar 30, 2012$39.8M then
Owners79 as of Jul 17, 2024
Mar 30, 201232 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
021-68473reportedthe join to the Form D offering
Type as written
FUND OF FUNDSreported
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
on the adviser's latest filing in the extractderived
Share
6.0%reportedadviser and related persons