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 2020

Private Equity Fundadvised byCm Wealth Advisors LLCindependent RIA805-9000331355IAPD
Gross asset value
$33.4M
as of Mar 24, 2026; not a fund size
Peak GAV
$36.8M
highest filing
Owners
70
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
16%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
11 filings
Mar 19, 2021 to Mar 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$34.6M as of Jul 17, 2024
Mar 19, 2021$29.1M then
Owners70 as of Jul 17, 2024
Mar 19, 202144 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Ohio, United Statesreported
Clients solicited
noreported
Form D file number
021-372938reportedthe 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
16%reportedadviser and related persons