Search
⚲

Type	Result	AUM

CMWA Private Equity 2015
Firm	CM Wealth Advisors LLC ✚
Fund #	805-4072785714
CIK #	0001647823
Sale	2015-07-01 (31.6 M Sold)
Fund	Private Equity 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	BNY Mellon
Auditor	ZION Synek & Associates
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2015-12-11 (D/A)
Exemption	506(b), 3(c), 3(c)(1), 3(c)(7)
Minimum	$10,000
Remaining	Indefinite
Duration	One year or less
Revenue	Decline to Disclose
Investors	76

Directors	Role	2011 - 2026
Cynthia Koury	Executive Officer
Douglas Smorag	Executive Officer
Thomas David	Director
Karen Greco	Executive Officer
James Wert	Executive Officer

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 221284026, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

331799967