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 funds
Private funds of Cm Wealth Advisors LLC
One row per SEC private fund identifier, from the adviser’s own Schedule D. Gross asset value is the fund’s reported assets on its latest filing, never a fund size and never dry powder. A fund that stopped being reported while its adviser kept filing is marked no longer reported. The wealth-manager funds here are the SPVs, feeders and access vehicles the capital graph is built on.
| Fund | Adviser | Type | Gross assets | Owners | Minimum | First reported |
|---|---|---|---|---|---|---|
| Cmwa Capital Appreciation Fund LLC 805-7385861898 | Cm Wealth Advisors LLC independent RIA | Other Private Fund | $265M | 192 | $100,000 | Mar 30, 2012 |
| Cmwa Micro Cap Fund LLC 805-1669333309 | Cm Wealth Advisors LLC independent RIA | Other Private Fund | $154M | 94 | $100,000 | Mar 30, 2012 |
| Cmwa Mid Cap Partnership LLC 805-2041214393 | Cm Wealth Advisors LLC independent RIA | Other Private Fund | $144M | 63 | $100,000 | Mar 30, 2012 |
| C••• P•••••• E••••• 2••• L•• 805-6487431608 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $95.3M | 93 | $100,000 | Mar 21, 2023 |
| C••• F•••••• D•••••••• P••••••••• 805-3780976216 | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $94.1M | 71 | $100,000 | Mar 30, 2012 |
| C••• P•••••• E••••• 2•••••• L•• 805-7814294193 | C• W••••• A••••••• L•• independent RIA | $93.6M | 98 | $100,000 | Mar 24, 2026 | |
| C••• S•••• C•• F••• L•• 805-8712020463 | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $85.4M | 85 | $100,000 | Mar 30, 2012 |
| C••• E••••••• M•••••• P••••••••• 805-5897068915 | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $51.8M | 79 | $100,000 | Mar 30, 2012 |
| C••• D•••••••• S••••••••• P••••••••• 805-5387508268 | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $48.0M | 56 | $100,000 | Mar 30, 2012 |
| C••• P•••••• O••••••••• F••• I•• 805-8079735048 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $47.1M | 89 | $100,000 | Mar 18, 2024 |
| C••• P•••••• E••••• 2••• 805-5442709362 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $46.4M | 87 | $100,000 | Mar 11, 2022 |
| C••• P•••••• O••••••••• F••• I• 805-6637763179 | C• W••••• A••••••• L•• independent RIA | $46.3M | 97 | $100,000 | Mar 24, 2026 | |
| C••• I••••••••• S•••• C•• P••••••••• L•• 805-6705944098 · no longer reported | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $44.7M | 57 | $100,000 | Mar 30, 2012 |
| C••• L•••• C•• P••••••••• L•• 805-5833477461 | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $39.8M | 60 | $100,000 | Mar 30, 2012 |
| C••• P•••••• E••••• 2••• L•• 805-6297979112 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $39.3M | 74 | $100,000 | Mar 29, 2017 |
| C••• P•••••• E••••• 2••• 805-4072785714 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $36.3M | 76 | $100,000 | Mar 24, 2016 |
| C••• P•••••• E••••• 2••• 805-6943934780 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $35.3M | 70 | $100,000 | Mar 23, 2020 |
| C••• P•••••• E••••• 2••• L•• 805-7358211011 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $34.7M | 67 | $100,000 | Mar 27, 2019 |
| C••• P•••••• E••••• 2••• 805-6169105673 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $33.7M | 74 | $100,000 | Mar 28, 2018 |
| C••• P•••••• E••••• 2••• 805-9000331355 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $33.4M | 70 | $100,000 | Mar 19, 2021 |
| C••• P•••••• O••••••••• I• 805-1497580501 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $26.3M | 56 | $100,000 | Mar 11, 2022 |
| C••• P•••••• I••••••••• S••••••••• L•• 805-9224990108 | C• W••••• A••••••• L•• independent RIA | $25.9M | 83 | $100,000 | Mar 24, 2026 | |
| C••• C•••••• A••••••••• N• 805-5556157338 | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $19.6M | 40 | $100,000 | Mar 30, 2012 |
| C••• P•••••• E••••• 2••• 805-6074596861 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $13.2M | 80 | $100,000 | Mar 28, 2014 |
| C••• P•••••• E••••• 2••• 805-3931365091 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $12.3M | 69 | $100,000 | Mar 27, 2015 |
| C••••• O••••••••• I• P••••••••• L•• 805-6759829525 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $11.7M | 32 | $100,000 | Mar 30, 2012 |
| C••• P•••••• O••••••••• I• 805-3412787789 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $9.6M | 37 | $100,000 | Mar 27, 2019 |
| C••• P•••••• E••••• 2••• L•• 805-5010225874 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $4.9M | 63 | $100,000 | Mar 30, 2012 |
| C••••• P•••••• E••••• 2••• L•• 805-2149323320 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $2.7M | 39 | $100,000 | Mar 30, 2012 |
| C••• C•• O••••••••• 805-6584047937 · no longer reported | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $2.0M | 28 | $100,000 | Mar 30, 2012 |
| C••••• S•• B••• F••• L•• 805-4148664204 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $1.7M | 48 | $100,000 | Mar 30, 2012 |
| C••••• P•••••• E••••• 2••• L•• 805-1683425546 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $1.6M | 40 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• X•• 805-5119945802 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $1.6M | 14 | $100,000 | Mar 30, 2012 |
| C••••• O••••••••• P••••••••• L•• 805-8060152370 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $1.5M | 47 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• I• 805-5625163506 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $1.5M | 7 | $100,000 | Mar 30, 2012 |
| C••••• O••• I• A•••• L•• 805-3053515234 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $1.2M | 38 | $100,000 | Mar 30, 2012 |
| C••• B••••••• 805-6892969388 | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $934,758 | 13 | $100,000 | Mar 28, 2014 |
| C••••• P••••••• I• 805-8433446706 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $883,992 | 4 | $100,000 | Mar 30, 2012 |
| C••• C•••••••• P••••••• L•• 805-1840161967 · no longer reported | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $879,033 | 37 | $100,000 | Mar 30, 2012 |
| C••••• P•••••• E••••• 2••• L•• 805-6923097510 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $851,736 | 36 | $100,000 | Mar 30, 2012 |
| C••••• P•••••• E••••• 2••• L•• 805-5898285438 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $513,463 | 28 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• X••• 805-5063903613 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $7,056 | 5 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• X•• 805-6805244225 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $284 | 5 | $100,000 | Mar 30, 2012 |
| C••• C••••• S•••• P••••••• L•• 805-1822175941 · no longer reported | C• W••••• A••••••• L•• independent RIA | Other Private Fund | $0 | 37 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• X• 805-3109003250 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $0 | 0 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• V•• 805-4937896245 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $0 | 14 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• C•• 805-7193655674 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $0 | 0 | $100,000 | Mar 30, 2012 |
| C••••• P••••••• S• L•• 805-8453601323 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $0 | 0 | $100,000 | Mar 30, 2012 |
| C••••• P•••••• E••••• 2••• L•• 805-9588227177 · no longer reported | C• W••••• A••••••• L•• independent RIA | Private Equity Fund | $0 | 0 | $100,000 | Mar 30, 2012 |
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49 funds match.