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Type	Result	AUM ($B)

Neal Colby
Firm
Address	2000 Auburn Drive Suite 400 Beachwood, OH 44122
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
CMWA Capital Appreciation Fund LLC	021-589731	Executive Officer		386.7 M
CMWA Defensive Strategies Partnership LLC	021-589732	Executive Officer		68.6 M
CMWA Foreign Developed Partnership LLC	021-589734	Executive Officer		133.7 M
CMWA Large Cap Partnership LLC	021-589737	Executive Officer		66.8 M
CMWA Micro Cap Fund LLC	021-589739	Executive Officer		148.6 M
CMWA Mid Cap Partnership LLC	021-589740	Executive Officer		205.9 M
CMWA Small Cap Fund LLC	021-589743	Executive Officer		139.5 M
CMWA Capital Appreciation Fund LLC	021-575359	Executive Officer		385.7 M
CMWA Defensive Strategies Partnership LLC	021-575360	Executive Officer		66.6 M
CMWA Foreign Developed Partnership LLC	021-575361	Executive Officer		133.0 M
CMWA Large Cap Partnership LLC	021-575362	Executive Officer		64.1 M
CMWA Micro Cap Fund LLC	021-575363	Executive Officer		147.9 M
CMWA Mid Cap Partnership LLC	021-575365	Executive Officer		205.5 M
CMWA Capital Appreciation Fund LLC	021-572460	Executive Officer		385.7 M
CMWA Defensive Strategies Partnership LLC	021-572463	Executive Officer		64.8 M
CMWA Foreign Developed Partnership LLC	021-572464	Executive Officer		132.7 M
CMWA Large Cap Partnership LLC	021-572465	Executive Officer		62.8 M
CMWA Micro Cap Fund LLC	021-572469	Executive Officer		147.6 M
CMWA Small Cap Fund LLC	021-572471	Executive Officer		139.3 M
CMWA Foreign Developed Partnership LLC	021-568696	Executive Officer		132.2 M
CMWA Large Cap Partnership LLC	021-568699	Executive Officer		62.3 M
CMWA Micro Cap Fund LLC	021-568700	Executive Officer		147.4 M
CMWA Mid Cap Partnership LLC	021-568701	Executive Officer		205.3 M
CMWA Small Cap Fund LLC	021-568702	Executive Officer		139.2 M
CMWA Capital Appreciation Fund LLC	021-565592	Executive Officer		385.4 M
CMWA Defensive Strategies Partnership LLC	021-565593	Executive Officer		63.9 M
CMWA Defensive Strategies Partnership LLC	021-562943	Executive Officer		61.5 M
CMWA Foreign Developed Partnership LLC	021-562945	Executive Officer		131.3 M
CMWA Micro Cap Fund LLC	021-562946	Executive Officer		147.2 M
CMWA Mid Cap Partnership LLC	021-562947	Executive Officer		205.1 M
CMWA Small Cap Fund LLC	021-562948	Executive Officer		139.1 M
CMWA Capital Appreciation Fund LLC	021-559231	Executive Officer		385.4 M
CM Wealth Private Investment Strategies LLC	021-557966	Executive Officer		7.9 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 Micro Cap Fund LLC	021-556369	Executive Officer		147.0 M
CMWA Mid Cap Partnership LLC	021-556370	Executive Officer		205.0 M
CMWA Small Cap Fund LLC	021-556372	Executive Officer		138.9 M
CM Wealth Private Investment Strategies LLC	021-556379	Executive Officer		7.9 M
CMWA Defensive Strategies Partnership LLC	021-553710	Executive Officer		60.4 M
CMWA Foreign Developed Partnership LLC	021-553711	Executive Officer		131.0 M
CMWA Micro Cap Fund LLC	021-553713	Executive Officer		146.8 M
CMWA Small Cap Fund LLC	021-553715	Executive Officer		138.8 M
CMWA Private Opportunities IV LLC	021-552203	Executive Officer		29.7 M
CMWA Defensive Strategies Partnership LLC	021-550575	Executive Officer		60.0 M
CMWA Foreign Developed Partnership LLC	021-550580	Executive Officer		130.9 M
CMWA Micro Cap Fund LLC	021-550577	Executive Officer		146.8 M
CMWA Small Cap Fund LLC	021-550573	Executive Officer		138.7 M
CMWA Defensive Strategies Partnership LLC	021-547645	Executive Officer		59.1 M
CMWA Private Opportunities IV LLC	021-547389	Executive Officer		12.9 M
CMWA Capital Appreciation Fund LLC	021-545189	Executive Officer		385.4 M
CMWA Micro Cap Fund LLC	021-545191	Executive Officer		146.2 M
CMWA Small Cap Fund LLC	021-545193	Executive Officer		138.3 M
CM Wealth Private Investment Strategies LLC	021-543245	Executive Officer		2.5 M
CMWA Capital Appreciation Fund LLC	021-542963	Executive Officer		385.3 M
CMWA Defensive Strategies Partnership LLC	021-542964	Executive Officer		58.9 M
CMWA Foreign Developed Partnership LLC	021-542969	Executive Officer		129.7 M
CMWA Micro Cap Fund LLC	021-542966	Executive Officer		146.1 M
CMWA Small Cap Fund LLC	021-542967	Executive Officer		138.2 M
CMWA Capital Appreciation Fund LLC	021-539414	Executive Officer		385.2 M
CMWA Capital Appreciation Fund LLC	021-537166	Executive Officer		385.1 M
CMWA Foreign Developed Partnership LLC	021-537170	Executive Officer		129.3 M
CMWA Micro Cap Fund LLC	021-537181	Executive Officer		145.5 M
CMWA Mid Cap Partnership LLC	021-537186	Executive Officer		204.7 M
CMWA Small Cap Fund LLC	021-537190	Executive Officer		137.8 M
CMWA Defensive Strategies Partnership LLC	021-534259	Executive Officer		58.1 M
CM Wealth Private Investment Strategies LLC	021-532865	Executive Officer		3.4 M
CMWA Capital Appreciation Fund LLC	021-531042	Executive Officer		383.3 M
CMWA Defensive Strategies Partnership LLC	021-531044	Executive Officer		57.7 M
CMWA Micro Cap Fund LLC	021-531045	Executive Officer		145.2 M
CMWA Small Cap Fund LLC	021-531051	Executive Officer		137.6 M
CM Wealth Private Investment Strategies LLC	021-529301	Executive Officer		10.4 M
CMWA Capital Appreciation Fund LLC	021-528847	Executive Officer		383.3 M
CMWA Micro Cap Fund LLC	021-528848	Executive Officer		145.2 M
CMWA Small Cap Fund LLC	021-528849	Executive Officer		137.5 M
CMWA Capital Appreciation Fund LLC	021-523044	Executive Officer		383.2 M
CMWA Micro Cap Fund LLC	021-523038	Executive Officer		145.2 M
CMWA Small Cap Fund LLC	021-523041	Executive Officer		137.4 M
CMWA Capital Appreciation Fund LLC	021-520210	Executive Officer		381.8 M
CMWA Capital Appreciation Fund LLC	021-514511	Executive Officer		381.8 M
CMWA Micro Cap Fund LLC	021-514513	Executive Officer		144.3 M
CMWA Small Cap Fund LLC	021-514515	Executive Officer		136.6 M
CMWA Capital Appreciation Fund LLC	021-512534	Executive Officer		381.0 M
CMWA Defensive Strategies Partnership LLC	021-512536	Executive Officer		57.3 M
CMWA Small Cap Fund LLC	021-512537	Executive Officer		136.4 M
CMWA Defensive Strategies Partnership LLC	021-509201	Executive Officer		56.7 M
CMWA Micro Cap Fund LLC	021-509203	Executive Officer		144.1 M
CMWA Small Cap Fund LLC	021-509204	Executive Officer		136.3 M
CMWA Capital Appreciation Fund LLC	021-496771	Executive Officer		380.8 M
CMWA Foreign Developed Partnership LLC	021-496766	Executive Officer		129.1 M
CMWA Micro Cap Fund LLC	021-496762	Executive Officer		143.8 M
CMWA Small Cap Fund LLC	021-496761	Executive Officer		136.1 M
CMWA Foreign Developed Partnership LLC	021-494215	Executive Officer		129.3 M
CMWA Micro Cap Fund LLC	021-494212	Executive Officer		142.7 M
CMWA Small Cap Fund LLC	021-494211	Executive Officer		135.1 M
CMWA Small Cap Fund LLC	021-492533	Executive Officer		134.9 M
CMWA Small Cap Fund LLC	021-492532	Executive Officer		134.5 M
CMWA Defensive Strategies Partnership LLC	021-491746	Executive Officer		58.8 M
CMWA Capital Appreciation Fund LLC	021-491658	Executive Officer		379.5 M
CMWA Foreign Developed Partnership LLC	021-491670	Executive Officer		128.2 M
CMWA Foreign Developed Partnership LLC	021-491666	Executive Officer		128.2 M
CMWA Micro Cap Fund LLC	021-491668	Executive Officer		142.4 M
CMWA Small Cap Fund LLC	021-491674	Executive Officer		134.7 M
CMWA Capital Appreciation Fund LLC	021-489228	Executive Officer		379.5 M
CMWA Capital Appreciation Fund LLC	021-489225	Executive Officer		379.5 M
CMWA Capital Appreciation Fund LLC	021-489223	Executive Officer		379.2 M
CMWA Small Cap Fund LLC	021-489130	Executive Officer		134.9 M
CMWA Capital Appreciation Fund LLC	021-487106	Executive Officer		379.2 M
CMWA Capital Appreciation Fund LLC	021-487110	Executive Officer		379.5 M
CMWA Defensive Strategies Partnership LLC	021-487097	Executive Officer		56.2 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 Micro Cap Fund LLC	021-487104	Executive Officer		141.7 M
CMWA Micro Cap Fund LLC	021-487099	Executive Officer		141.3 M
CMWA Micro Cap Fund LLC	021-487109	Executive Officer		142.1 M
CMWA Micro Cap Fund LLC	021-487096	Executive Officer		141.4 M
CMWA Micro Cap Fund LLC	021-487108	Executive Officer		141.8 M
CMWA Small Cap Fund LLC	021-487087	Executive Officer		134.3 M
CMWA Small Cap Fund LLC	021-487092	Executive Officer		134.8 M
CMWA Small Cap Fund LLC	021-487088	Executive Officer		134.5 M
CMWA Capital Appreciation Fund LLC	021-486471	Executive Officer		378.7 M
CMWA Foreign Developed Partnership LLC	021-486477	Executive Officer		83.7 M
CMWA Micro Cap Fund LLC	021-486466	Executive Officer		141.3 M
CMWA Small Cap Fund LLC	021-486474	Executive Officer		134.5 M
CMWA Capital Appreciation Fund LLC	021-483823	Executive Officer		378.9 M
CMWA Defensive Strategies Partnership LLC	021-483826	Executive Officer		55.7 M
CMWA Foreign Developed Partnership LLC	021-483828	Executive Officer		127.7 M
CMWA Capital Appreciation Fund LLC	021-481104	Executive Officer		378.8 M
CMWA Micro Cap Fund LLC	021-481113	Executive Officer		141.3 M
CMWA Small Cap Fund LLC	021-481126	Executive Officer		134.5 M
CMWA Defensive Strategies Partnership LLC	021-478356	Executive Officer		56.2 M
CMWA Micro Cap Fund LLC	021-478361	Executive Officer		141.3 M
CMWA Capital Appreciation Fund LLC	021-475199	Executive Officer		378.6 M
CMWA Micro Cap Fund LLC	021-475251	Executive Officer		141.1 M
CMWA Small Cap Fund LLC	021-475201	Executive Officer		134.3 M
CMWA Small Cap Fund LLC	021-473365	Executive Officer		134.2 M
CMWA Capital Appreciation Fund LLC	021-473324	Executive Officer		378.6 M
CMWA Defensive Strategies Partnership LLC	021-473327	Executive Officer		56.0 M
CMWA Micro Cap Fund LLC	021-473354	Executive Officer		141.0 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 Mid Cap Partnership LLC	021-198224	Executive Officer		204.3 M
CMWA Capital Appreciation Fund LLC	021-75076	Executive Officer		378.5 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 Opportunities Fund IV	021-567123	Executive Officer		46.0 M	46.3
CMWA Private Investment Strategies LLC	021-567125	Executive Officer		2.5 M	25.9
CMWA Private Opportunities Fund III	021-481201	Executive Officer		45.3 M	47.1
CMWA Private Equity 2020	021-372938	Executive Officer		28.9 M of 50.0 M	33.4
CMWA Private Equity 2014	021-221640	Director		20.4 M	12.3
CMWA Foreign Developed Partnership	021-112710	Executive Officer		83.4 M	94.1
CMWA International Small Cap Partnership LLC	021-138959	Executive Officer		42.8 M	44.7
CMWA Large Cap Partnership LLC	021-121275	Executive Officer		61.6 M	39.8

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