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CMS Fund Advisers LLC
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CRD # | 154682 |
SEC # | 801-71900 |
CIK # | |
AUM | $5.8 MM (2024-06-25) |
Employees | 5 (100% Investors, 20% Brokers) |
Phone | 610-896-3000 |
Address | 308 E Lancaster Avenue Wynnewood, PA 19096-2145 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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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 |