Cmwa Defensive Strategies Partnership

Cmwa Defensive Strategies Partnership is a other private fund operated by Cm Wealth Advisors Inc. and has approximately $38.7 million in assets. The current minimum investment for Cmwa Defensive Strategies Partnership is $100000. Management owns 10 percent of the fund.

Cmwa Defensive Strategies Partnership Overview

Cmwa Defensive Strategies Partnership Details

Subadviser: No Is Cmwa Defensive Strategies Partnership a subadviser

Other Investment Advisers: No other investment advisors

Solicited: No  Does Cmwa Defensive Strategies Partnership solicit investments?

Rely on Reg D Exemption: Yes  Does Cmwa Defensive Strategies Partnership have a Reg D exemption?

Audited: Yes  Does Cmwa Defensive Strategies Partnership shave audited financial statements?

Master Fund: Yes  Is Cmwa Defensive Strategies Partnership a master fund?

Feeder Fund: No  Is Cmwa Defensive Strategies Partnership a feeder fund?

GAAP: Yes 

Beneficial Owners: 32  32 has 32 beneficial owners.

Management Ownership: 10% 

Fund of Fund Ownership: 0%  

Non-US Ownership: 0%  Non-US ownership in Cmwa Defensive Strategies Partnership

Auditor(s): Ernst & Young LLP

Broker-Dealer(s):

Custodian(s): BNY Mellon

Administrator(s):

Cmwa Defensive Strategies Partnership Charts and Graphs

Total AUM: $38.7 million

column_171}total assets are $38.7 million

Rank: 15599 out of 30967 registered private funds

Minimum Investment: $100000

Cmwa Defensive Strategies Partnershiphas a minimum investment of $100000.

Rank: 18656 out of 30967 registered private funds

Management Ownership: 10%

Cmwa Defensive Strategies Partnership is10% owned by its management.

Rank: 8269 out of 30967 registered private funds