CMS Fund Advisers LLC

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Assets, Funds, Holdings

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CMS Fund Advisers LLC
CRD #154682
SEC #801-71900
CIK #
AUM $5.8 MM (2024-06-25)
Employees 5 (100% Investors, 20% Brokers)
Phone610-896-3000
Address308 E Lancaster Avenue
Wynnewood, PA 19096-2145
Source [IAPD] [Website]
Total AUM ($MM)
1300104078052026002010201520202025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other CMS 1997 Investment Partners LP 2012-01-24 0.0
PE CMS 1999 Investment Partners LP 2012-01-24 0.1
PE CMS 2000 Investment Partners LP 2012-01-24 0.0
PE CMS 2000 Investment Partners Q LP 2012-01-24 0.1
PE CMS 2000 Investment Partners QP LP 2012-01-24 0.0
PE CMS 2002 Investment Partners LP 2012-01-24 0.0
PE CMS 2002 Investment Partners Q LP 2012-01-24 0.0
PE CMS 2003 Investment Partners LP 2012-01-24 0.0
PE CMS 2003 Investment Partners Q LP 2012-01-24 0.0
PE CMS 2005 Investment Partners PE LP 2012-01-24 0.0
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 5.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 5.8
By Discretionary
Discretionary 3 5.8
Non-Discretionary 0 0.0
Total 3 5.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.8
Total 3 5.8
Form D Directors # Filings # Firms 2011 - 2024
William Landman 57
Mark Solomon 46
Richard Mitchell 31
Paul Silberberg 7
Morey Goldberg 7
Ingrid Welch 7
Related Firms State AUM ($BB)
Mainline Investment Advisers LLC
PA 0.2
Merion Realty Advisers LLC
PA 0.1
CMS Fund Advisers LLC
PA 0.0
Comparable Firms State AUM ($BB)
Newlin Capital Partners LLC
PA 0.0
Resolute Capital Advisors
CA 0.0
AQM Capital LLC
NY 0.0
Ethika Investments LLC
CA 0.0
MSREF III Inc
NY 0.0
Capital Solutions Inc
PA 0.0
Auriga Capital Management LLC
NY 0.0
E2M Partners LLC
TX 0.0
Formation Capital LLC
GA 0.0
ESJ Capital Partners LLC
FL 0.0
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