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CM Wealth Advisors LLC — Portfolio & Profile — Capbase

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CM Wealth Advisors LLC

Private equity

CM Wealth Advisors LLC is a private equity firm based in Beachwood, OH, United States, registered as an investment adviser with the SEC. It reports 30 private funds to the SEC.

Website

CRD: 119467

Headquarters: Beachwood, OH, United States
Funds: 30
Fund assets: $1.6B

Portfolio companies0

Sectors—

Private funds30

Funds

46 named of 30 reported

Cmwa Capital Appreciation Fund LLCSource: [SEC]Other—$233.4M
Cmwa MID Cap Partnership LLCSource: [SEC]Other—$194.1M
Cmwa Micro Cap Fund LLC

People

No people recorded for CM Wealth Advisors LLC yet. US regulatory filings name the firm but rarely its partners.

Portfolio

No investments recorded for CM Wealth Advisors LLC yet. US regulatory filings name the firm but never its portfolio companies — that data is contributed.

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Source: [SEC]

Other

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$147.9M

Cmwa Small Cap Fund LLCSource: [SEC]Other—$118.7M

Cmwa Private Equity 2022 LLCSource: [SEC]Private equity—$85.9M

Cmwa Foreign Developed PartnershipSource: [SEC]Other—$80.3M

Cmwa Large Cap Partnership LLCSource: [SEC]Other—$62.3M

Cmwa Emerging Markets PartnershipSource: [SEC]Other—$53M

Cmwa Private Equity 2019Source: [SEC]Private equity—$45.2M

Cmwa Private Equity 2021Source: [SEC]Private equity—$45.2M

Cmwa International Small Cap Partnership LLCSource: [SEC]Other—$44.7M

Cmwa Private Opportunities Fund IIISource: [SEC]Private equity—$43.9M

All 46 funds →