Cmwa Private Equity 2020
Private Equity FundFund ID 805-9000331355Ohio, United States
Gross assets
$33.4M
Min. investment
$100K
Beneficial owners
70
Size rank
Top 62%
Audited
Yes
Structure
Standalone
About this fund
Cmwa Private Equity 2020 is a private equity fund managed by CM Wealth Advisors LLC. The fund reports $33.4 million in gross assets, placing it among the top 62% 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 ID | 805-9000331355 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Cmwa Capital Appreciation Fund LLC | Other Private | $265.4M |
| Cmwa Micro Cap Fund LLC | Other Private | $153.7M |
| Cmwa Mid Cap Partnership LLC | Other Private | $143.6M |
See all 29 funds from this manager — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How large is Cmwa Private Equity 2020?
Cmwa Private Equity 2020 reports $33.4 million in gross assets, among the top 62% of private funds by size.
What is the minimum investment for Cmwa Private Equity 2020?
The stated minimum investment is $100,000.
Who manages Cmwa Private Equity 2020?
Cmwa Private Equity 2020 is managed by CM Wealth Advisors LLC.
Does Cmwa Private Equity 2020 disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
C
Beachwood, OH
Service providers
Reported gross assets
$33.4M▼ 10%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 62%
Larger than 38% of 67,041 private funds
Gross assets vs Private Equity FundsTop 60%
Larger than 40% 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.