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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CMS Fund Advisers LLC
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|---|---|
| CRD # | 154682 |
| SEC # | 801-71900 |
| CIK # | |
| AUM | $0.8 M (2025-04-29) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 610-896-3000 |
| Address | 308 E Lancaster Avenue Wynnewood, PA 19096-2145 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.8 |
| By Discretionary | ||
| Discretionary | 1 | 0.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 1 | 0.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Landman | 57 | ||
| Mark Solomon | 46 | ||
| Richard Mitchell | 31 | ||
| Ingrid Welch | 7 | ||
| Paul Silberberg | 7 | ||
| Morey Goldberg | 7 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mainline Investment Advisers LLC
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|
PA | 0.2 |
|
Merion Realty Advisers LLC
✚
|
PA | 0.1 |
|
CMS Fund Advisers LLC
✚
|
PA | 0.0 |
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|---|---|---|
|
Newlin Capital Partners LLC
✚
|
PA | 0.0 |
|
NRD Capital Management LLC
✚
|
GA | 0.0 |
|
ESJ Capital Partners LLC
✚
|
FL | 0.0 |
|
Ethika Investments LLC
✚
|
CA | 0.0 |
|
Aquiline Holdings LLC
✚
|
NY | 0.0 |
|
AQM Capital LLC
✚
|
NY | 0.0 |
|
Poet Advisors LLC
✚
|
NY | 0.0 |
|
Resolute Capital Advisors
✚
|
CA | 0.0 |
|
Firstpathway Partners LLC
✚
|
WI | 0.0 |
|
MP RIA LLC
✚
|
CO | 0.0 |