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Cmwa Private Opportunities Fund IV

Private Equity FundFund ID 805-6637763179Ohio, United States
Gross assets
$46.3M
Min. investment
$100K
Beneficial owners
97
Size rank
Top 57%
Audited
Yes
Structure
Standalone

About this fund

Cmwa Private Opportunities Fund IV is a private equity fund managed by CM Wealth Advisors LLC. The fund reports $46.3 million in gross assets, placing it among the top 57% 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 ID805-6637763179
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% 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 Cmwa Private Opportunities Fund IV?

Cmwa Private Opportunities Fund IV reports $46.3 million in gross assets, among the top 57% of private funds by size.

What is the minimum investment for Cmwa Private Opportunities Fund IV?

The stated minimum investment is $100,000.

Who manages Cmwa Private Opportunities Fund IV?

Cmwa Private Opportunities Fund IV is managed by CM Wealth Advisors LLC.

Does Cmwa Private Opportunities Fund IV 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

$46.3MNo change
Mar '26 — $46.3MApr '26 — $46.3MMay '26 — $46.3MJun '26 — $46.3M
Mar '26Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 57%
Larger than 43% of 67,041 private funds
Gross assets vs Private Equity FundsTop 54%
Larger than 46% of 31,066 private equity funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons2%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.