AUMdb

Cmwa Capital Appreciation Nq

Other Private Fund · Ohio

Advised by Cm Wealth Advisors Llc · reported Jul 2024

Gross asset value

$41.1M

Beneficial owners

40

Minimum investment

$100K

Adviser & related persons own

2%

Structure & investors

SEC fund ID
805-5556157338
Exclusion
3(c)(1)
Fund of funds
Yes
Owned by funds of funds
0%
Non-US ownership
0%
Adviser's clients invested
19%

Reported by the adviser in Form ADV Section 7.B.(1), filing of July 2024. Figures are as reported by the adviser and not independently verified.