AUMdb

Cmwa Mid Cap Partnership Llc

Other Private Fund · Ohio

Advised by Cm Wealth Advisors Llc · reported Jul 2024

Gross asset value

$194M

Beneficial owners

63

Minimum investment

$100K

Adviser & related persons own

4%

Structure & investors

SEC fund ID
805-2041214393
Exclusion
3(c)(7)
Fund of funds
No
Owned by funds of funds
37%
Non-US ownership
0%
Adviser's clients invested
31%

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.