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Type	Result	AUM

William O'Neill Jr
Firm	CM Wealth Advisors LLC
Address	30195 Chagrin Blvd Suite 250 Pepper Pike, OH 44124
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
CM Wealth Advisors LLC
CMWA CSI Opportunities	021-114624	Executive Officer		15.6 M	15.1 M
CMWA Foreign Developed Partnership	021-112710	Executive Officer		83.4 M	94.1 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 Emerging Markets Partnership LLC	021-68473	Executive Officer		80.2 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

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