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Type	Result	AUM ($B)

CMWA Capital Appreciation NQ
Firm	CM Wealth Advisors LLC ✚
Fund #	805-5556157338
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	CM Wealth Advisors LLC, CM Wealth Advisors
Custodian	BNY Mellon
Auditor	Ernst & Young LLP, ZION Synek & Associates, Cohen & Company
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Parco Wealth Management LLC ✚		0.0
Childfree Wealth LLC ✚		0.0
BP Capital Fund Advisors LLC ✚		0.0
Hodge Financial Services LLC ✚		0.0
Brendan Wood Topgun Partnerships Inc ✚		0.0
Marnoa Private Wealth Counsel Ltd ✚		0.0
Rainwater Equity LLC ✚		0.0
Chanakya Capital Partners IFSC LLP ✚		0.0
Cubetech Capital LLC ✚		0.0
SKM Wealth Management LLC ✚		0.0

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