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 Private Equity 2016 LLC

Private Equity Fundadvised byCm Wealth Advisors LLCindependent RIA805-6297979112IAPD
Gross asset value
$39.3M
as of Mar 24, 2026; not a fund size
Peak GAV
$40.1M
highest filing
Owners
74
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
10%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
20 filings
Mar 29, 2017 to Mar 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$37.2M as of Jul 17, 2024
Mar 29, 2017$34.3M then
Owners74 as of Jul 17, 2024
Mar 29, 201742 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
021-266760reportedthe join to the Form D offering
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
10%reportedadviser and related persons