CMWA Defensive Strategies Partnership

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Fund Information and Directors

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CMWA Defensive Strategies Partnership
Firm CM Wealth Advisors LLC
Fund #805-5387508268
CIK #0001540529
Sale2012-01-01 ($45.0 M Sold)
FundOther Private Fund
Phone2168319667
Address30195 Chagrin Boulevard
Pepper Pike, Ohio 44124
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
504030201002011201620212026
Fund Details
DirectorCM Wealth Advisors LLC, CM Wealth Advisors
CustodianBNY Mellon
AuditorCohen & Company, ZION Synek & Associates, Ernst & Young LLP
Marketer
Broker
Jurisdiction
Directors2011 - 2025
John Batt
A Anderson
John Koch
Deborah Jira
Thomas David
William ONeill
John Kohl
James Wert
Douglas Smorag
Cynthia Koury
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