James Wert

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James Wert
Firm
Address2000 Auburn Drive Suite 400
Beachwood, OH 44122
Source
Associated Funds Form D Role 2011 - 2026 Raised AUM
CMWA Foreign Developed Partnership LLC 021-589734 Executive Officer
133.7 M
CMWA Foreign Developed Partnership LLC 021-575361 Executive Officer
133.0 M
CMWA Foreign Developed Partnership LLC 021-572464 Executive Officer
132.7 M
CMWA Foreign Developed Partnership LLC 021-568696 Executive Officer
132.2 M
CMWA Foreign Developed Partnership LLC 021-562945 Executive Officer
131.3 M
CMWA Emerging Markets Partnership LLC 021-556528 Executive Officer
98.3 M
CMWA Foreign Developed Partnership LLC 021-556367 Executive Officer
131.2 M
CMWA Foreign Developed Partnership LLC 021-553711 Executive Officer
131.0 M
CMWA Foreign Developed Partnership LLC 021-550580 Executive Officer
130.9 M
CMWA Foreign Developed Partnership LLC 021-542969 Executive Officer
129.7 M
CMWA Foreign Developed Partnership LLC 021-537170 Executive Officer
129.3 M
CMWA Foreign Developed Partnership LLC 021-496766 Executive Officer
129.1 M
CMWA Foreign Developed Partnership LLC 021-494215 Executive Officer
129.3 M
CMWA Foreign Developed Partnership LLC 021-491666 Executive Officer
128.2 M
CMWA Foreign Developed Partnership LLC 021-491670 Executive Officer
128.2 M
CMWA Foreign Developed Partnership LLC 021-487098 Executive Officer
128.0 M
CMWA Foreign Developed Partnership LLC 021-487094 Executive Officer
127.7 M
CMWA Foreign Developed Partnership LLC 021-486477 Executive Officer
83.7 M
CMWA Foreign Developed Partnership LLC 021-483828 Executive Officer
127.7 M
CMWA LLC 021-330679 Executive Officer
0.6 M
of 0.6 M
CMWA Defensive Strategies Partnership LLC 021-251264 Executive Officer
55.7 M
CMWA Emerging Markets Partnership LLC 021-226649 Executive Officer
98.3 M
CMWA Biomotiv LLC 021-206474 Executive Officer
3.2 M
of 3.2 M
CMWA Emerging Markets Partnership LLC 021-206478 Executive Officer
80.1 M
CMWA Mid Cap Partnership LLC 021-198224 Executive Officer
204.3 M
CMWA International Small Cap Partnership LLC 021-196709 Executive Officer
29.4 M
CMWA Emerging Markets Partnership LLC 021-68473 Executive Officer
80.2 M
Clanco Crestline Partners LLC 021-65847 Executive Officer 25.0 M
CMWA Capital Appreciation Fund LLC 021-75076 Executive Officer
378.5 M
CMWA Common Sense Partners LLC 021-63873 Executive Officer
28.2 M
CMWA Micro Cap Fund LLC 021-71296 Executive Officer
141.0 M
CMWA Small Cap Fund LLC 021-71669 Executive Officer
134.2 M
CM Wealth Advisors LLC
CMWA Private Equity 2021 021-406517 Executive Officer
40.4 M
of 50.0 M
46.4 M
CMWA Private Opportunities II 021-406520 Executive Officer
28.6 M
of 50.0 M
26.3 M
CMWA Private Equity 2019 021-344437 Executive Officer
32.2 M
of 50.0 M
35.3 M
CMWA Private Equity 2018 LLC 021-311487 Executive Officer
35.5 M
of 50.0 M
34.7 M
CMWA Private Opportunities I 021-323190 Executive Officer
20.0 M
of 50.0 M
9.6 M
CMWA Private Equity 2017 021-292651 Executive Officer
40.2 M 33.7 M
CMWA Private Equity 2016 LLC 021-266760 Executive Officer
33.8 M
of 33.8 M
39.3 M
CMWA Private Equity 2015 021-243588 Executive Officer
31.6 M 36.3 M
CMWA Private Equity 2014 021-221640 Executive Officer
20.4 M 12.3 M
CMWA Private Equity 2012 021-193911 Executive Officer
21.3 M
of 21.3 M
13.2 M
Clanco Opportunities II Partnership LLC 021-130709 Executive Officer 3.1 M
of 15.0 M
11.7 M
CMWA CSI Opportunities 021-114624 Executive Officer
15.6 M 15.1 M
CMWA Defensive Strategies Partnership 021-172515 Director
45.0 M 48.0 M
CMWA Foreign Developed Partnership 021-112710 Executive Officer
83.4 M 94.1 M
CMWA International Small Cap Partnership LLC 021-138959 Executive Officer
42.8 M 44.7 M
CMWA Large Cap Partnership LLC 021-121275 Executive Officer
61.6 M 39.8 M
CMWA Mid Cap Partnership LLC 021-108117 Executive Officer
192.3 M 143.6 M
CMWA Private Equity 2011 LLC 021-193907 Executive Officer
19.0 M
of 19.0 M
4.9 M
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