CM Wealth Advisors
CM Wealth Advisors is a private equity manager in Beachwood, OH. It is registered with the SEC as an investment adviser with $3.6B in regulatory assets and 24 staff. It has 9 funds on file, the latest reported in September 2026.
Funds on file
9
Raised, all funds
$407.5M
Regulatory assets
$3.6B
Staff
24
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$3.6B
Employees24
Clients131 wealthy individuals, 73 individuals, 29 private funds and 11 charities.
Control personsPaul, Andrew Bodnar, Aileen, Patricia Bost, Neal, Bruce Colby, Robert, Douglas Mccreery, Douglas, John Smorag.
Private funds28 private funds holding $1.5B in gross assets.
Private funds it reports
FundTypeGross assets
Cmwa Capital Appreciation Fund
Other
$233.4M
Cmwa Mid Cap Partnership
Other
$194.1M
Cmwa Micro Cap Fund
Other
$147.9M
Cmwa Small Cap Fund
Other
$118.7M
Cmwa Foreign Developed Partnership
Other
$80.3M
Cmwa Large Cap Partnership
Other
$62.3M
Cmwa Emerging Markets Partnership
Other
$53M
Cmwa Private Equity 2019
Private equity
$45.2M
Cmwa Private Opportunities Fund Iii
Private equity
$43.9M
Cmwa Defensive Strategies Partnership
Other
$43.1M
Cmwa Private Equity 2017
Private equity
$41.2M
Cmwa Capital Appreciation NQ
Other
$41.1M
Cmwa Private Equity 2015
Private equity
$37.6M