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
Employees 4 (100% Investors, 25% Brokers)
Phone610-896-3000
Address308 E Lancaster Avenue
Wynnewood, PA 19096-2145
Source [IAPD] [Website]
Total AUM ($M)
1300104078052026002009201420202026
Type Form D Funds Date Sold AUM
Other CMS 1997 Investment Partners LP 2012-01-24 0.0 M
PE CMS 1999 Investment Partners LP 2012-01-24 0.1 M
PE CMS 2000 Investment Partners LP 2012-01-24 0.0 M
PE CMS 2000 Investment Partners Q LP 2012-01-24 0.1 M
PE CMS 2000 Investment Partners QP LP 2012-01-24 0.0 M
PE CMS 2002 Investment Partners LP 2012-01-24 0.0 M
PE CMS 2002 Investment Partners Q LP 2012-01-24 0.0 M
PE CMS 2003 Investment Partners LP 2012-01-24
PE CMS 2003 Investment Partners Q LP 2012-01-24
PE CMS 2005 Investment Partners PE LP 2012-01-24 0.0 M
View All
AUM Breakdown Accounts AUM ($M)
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 1 0.8
(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 1 0.8
By Discretionary
Discretionary 1 0.8
Non-Discretionary 0 0.0
Total 1 0.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.8
Total 1 0.8
Form D Directors Role # Filings # Firms 2011 - 2026
William Landman Executive Officer 64 5
Mark Solomon Executive Officer 46 4
Richard Mitchell Executive Officer 31 4
Ingrid Welch Executive Officer 7 4
Paul Silberberg Executive Officer 7 4
Morey Goldberg Executive Officer 7 4
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesPrivate Equity, Real Estate
Related Firms State AUM
Mainline Investment Advisers LLC
PA 109.9 M
Merion Realty Advisers LLC
PA 99.3 M
CMS Fund Advisers LLC
PA
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