CMWA Private Equity 2020

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Fund Information and Directors

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CMWA Private Equity 2020
Firm CM Wealth Advisors LLC
Fund #805-9000331355
CIK #0001811768
Sale2020-07-31 (50.0 M Offered, 28.9 M Sold)
FundPrivate Equity Fund
Phone2168319667
Address2000 Auburn Drive
Beachwood, Ohio 44122
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
40322416802010201520212027
Fund Details
DirectorCM Wealth Advisors LLC, CM Wealth Advisors
CustodianBNY Mellon
AuditorZION Synek & Associates
Marketer
Broker
Jurisdiction
Form D Offering
Filed2020-11-17 (D/A)
Exemption506(b), 3(c), 3(c)(1)
Minimum$100,000
Remaining$21,090,000
DurationOne year or less
RevenueDecline to Disclose
Investors70
DirectorsRole2011 - 2026
Neal Colby Executive Officer
R McCreery Executive Officer
John Kohl Executive Officer
Paul Bodnar Executive Officer
Cynthia Koury Executive Officer
Benjamin Wallace Executive Officer
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