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Type	Result	AUM

CMWA Defensive Strategies Partnership
Firm	CM Wealth Advisors LLC ✚
Fund #	805-5387508268
CIK #	0001540529
Sale	2012-01-01 (45.0 M Sold)
Fund	Other Private Fund
Phone	2168319667
Address	30195 Chagrin Boulevard Pepper Pike, Ohio 44124
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

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

Form D Offering
Filed	2015-10-13 (D/A)
Exemption	506(b), 3(c), 3(c)(7)
Minimum	$1,000
Remaining	Indefinite
Duration	More than one year
Net Assets	Decline to Disclose
Investors	66

Directors	Role	2011 - 2026
William O'Neill	Director
John Batt	Executive Officer
A Anderson	Executive Officer
John Koch	Executive Officer
Deborah Jira	Director
Thomas David	Director
John Kohl	Director
James Wert	Director
Douglas Smorag	Director
Cynthia Koury	Executive Officer

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