Form D · Hedge Fund

CMWA COMMON SENSE PARTNERS LLC

Cleveland, OH · CIK 0001284065

Offering snapshot reported Apr 18, 2012 · SEC filing

Reported sold
$28.2M
Indefinite offering
Investors reported
73
Form D · investor count
Minimum accepted
$13K
Reported outside-investor minimum
First sale
Feb 2, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.1M$28.2MMay 5, 2009: $23,039,600.00May 5, 2009Aug 6, 2009: $24,008,600.00May 6, 2010: $24,036,000.00Jul 30, 2010: $24,103,600.00Jan 21, 2011: $24,566,600.00Apr 15, 2011: $24,572,600.00Jul 19, 2011: $24,693,600.00Oct 25, 2011: $27,789,600.00Apr 18, 2012: $28,164,600.00Apr 18, 2012

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$27,789,600 → $28,164,600

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 18, 2012Amendment$28,164,600$375,000vs Oct 25, 201173SEC filing
Oct 25, 2011Amendment$27,789,600$3,096,000vs Jul 19, 201173SEC filing
Jul 19, 2011Amendment$24,693,600$121,000vs Apr 15, 201171SEC filing
Apr 15, 2011Amendment$24,572,600$6,000vs Jan 21, 201171SEC filing
Jan 21, 2011Amendment$24,566,600$463,000vs Jul 30, 201071SEC filing
Jul 30, 2010Amendment$24,103,600$67,600vs May 6, 201069SEC filing
May 6, 2010Amendment$24,036,000$27,400vs Aug 6, 200969SEC filing
Aug 6, 2009Amendment$24,008,600$969,000vs May 5, 200967SEC filing
May 5, 2009Amendment$23,039,600No comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-63873

Source: Form D, filed Apr 18, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CMWA COMMON SENSE PARTNERS LLC

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value
$0
Beneficial owners
37
ADV minimum commitment
$100K

Reported in Form ADV on Apr 10, 2014. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ZION SYNEK & ASSOCIATES INDEPENDENCE, Ohio, United States
Custodian BNY MELLON BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 816545 · Apr 10, 2014 · Schedule D 7.B.(1), fund 805-1822175941

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
A. Chace Anderson Executive
John Paul Batt Executive
John E. Kohl Executive
William J O'neill, Jr. Executive
Douglas A. Smorag Executive
James C. Wert Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30195 Chagrin Boulevard Suite 250
Cleveland, OH, 44124