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Clanco Opps I Annex LLC

Private Equity FundFund ID 805-3053515234Ohio, United States
Gross assets
$1.2M
Min. investment
$100K
Beneficial owners
38
Size rank
Top 93%
Audited
Yes
Structure
Standalone

About this fund

Clanco Opps I Annex LLC is a private equity fund managed by CM Wealth Advisors LLC. The fund reports $1.2 million in gross assets, placing it among the top 93% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-3053515234
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Cmwa Capital Appreciation Fund LLCOther Private$265.4M
Cmwa Micro Cap Fund LLCOther Private$153.7M
Cmwa Mid Cap Partnership LLCOther Private$143.6M
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Frequently asked questions

How large is Clanco Opps I Annex LLC?

Clanco Opps I Annex LLC reports $1.2 million in gross assets, among the top 93% of private funds by size.

What is the minimum investment for Clanco Opps I Annex LLC?

The stated minimum investment is $100,000.

Who manages Clanco Opps I Annex LLC?

Clanco Opps I Annex LLC is managed by CM Wealth Advisors LLC.

Does Clanco Opps I Annex LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$1.2M▲ 25%
Mar '25 — $999KApr '25 — $999KMay '25 — $999KJun '25 — $999KJul '25 — $999KAug '25 — $999KSep '25 — $999KOct '25 — $999KNov '25 — $999KDec '25 — $999KJan '26 — $999KFeb '26 — $999KMar '26 — $1.2MApr '26 — $1.2MMay '26 — $1.2MJun '26 — $1.2M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 93%
Larger than 7% of 67,041 private funds
Gross assets vs Private Equity FundsTop 93%
Larger than 7% of 31,066 private equity funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons16%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.