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Type	Result	AUM ($B)

Karen Greco
Firm	CM Wealth Advisors LLC
Address	2000 Auburn Drive Suite 400 Beachwood, OH 44122
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
CM Wealth Advisors LLC
CMWA Private Equity 2018 LLC	021-311487	Executive Officer		35.5 M of 50.0 M	34.7
CMWA Private Opportunities I	021-323190	Executive Officer		20.0 M of 50.0 M	9.6
CMWA Private Equity 2017	021-292651	Executive Officer		40.2 M	33.7
CMWA Private Equity 2016 LLC	021-266760	Executive Officer		33.8 M of 33.8 M	39.3
CMWA Private Equity 2015	021-243588	Executive Officer		31.6 M	36.3
CMWA Private Equity 2014	021-221640	Executive Officer		20.4 M	12.3

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