Form D · Other Investment Fund
CMWA Defensive Strategies Partnership, LLC
Beachwood, OH · CIK 0001540529
Offering snapshot reported Sep 8, 2026 · SEC filing
- Reported sold
- $68.9M Indefinite offering
- Investors reported
- 169 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 1, 2012 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 8, 2026 | Initial | $68,854,350 | No comparison | 169 | SEC filing |
| Aug 3, 2026 | Initial | $68,654,350 | No comparison | 168 | SEC filing |
| Jul 7, 2026 | Initial | $68,604,350 | No comparison | 168 | SEC filing |
| Apr 7, 2026 | Initial | $67,379,350 | No comparison | 164 | SEC filing |
| Mar 4, 2026 | Initial | $66,614,350 | No comparison | 164 | SEC filing |
| Feb 5, 2026 | Initial | $64,847,350 | No comparison | Not reported | SEC filing |
| Jan 2, 2026 | Amendment | $63,897,350 | $510,000vs Dec 3, 2025 | 158 | SEC filing |
| Dec 3, 2025 | Initial | $63,387,350 | No comparison | 157 | SEC filing |
| Nov 4, 2025 | Initial | $61,487,350 | No comparison | 155 | SEC filing |
| Aug 5, 2025 | Initial | $60,371,350 | No comparison | 154 | SEC filing |
| Jul 2, 2025 | Initial | $59,991,350 | No comparison | 151 | SEC filing |
| May 30, 2025 | Initial | $59,141,350 | No comparison | 149 | SEC filing |
| Apr 4, 2025 | Initial | $58,871,350 | No comparison | 148 | SEC filing |
| Jan 6, 2025 | Initial | $58,071,350 | No comparison | 147 | SEC filing |
| Dec 4, 2024 | Initial | $57,671,350 | No comparison | 147 | SEC filing |
| May 7, 2024 | Initial | $57,321,350 | No comparison | 146 | SEC filing |
| Apr 1, 2024 | Initial | $56,721,350 | No comparison | 146 | SEC filing |
| Dec 7, 2023 | Amendment | $58,751,350 | $2,200,000vs Sep 11, 2023 | 149 | SEC filing |
| Sep 11, 2023 | Initial | $56,551,350 | No comparison | 146 | SEC filing |
| Jul 17, 2023 | Initial | $56,201,350 | No comparison | 145 | SEC filing |
| Jun 9, 2023 | Initial | $55,701,350 | No comparison | 144 | SEC filing |
| Apr 10, 2023 | Initial | $56,156,350 | No comparison | 144 | SEC filing |
| Feb 13, 2023 | Initial | $55,956,350 | No comparison | 144 | SEC filing |
| Jan 13, 2023 | Amendment | $55,656,350 | $45,000vs Dec 14, 2022 | 143 | SEC filing |
| Dec 14, 2022 | Amendment | $55,611,350 | $150,000vs Sep 14, 2022 | 142 | SEC filing |
| Sep 14, 2022 | Amendment | $55,461,350 | $30,000vs Aug 10, 2022 | 141 | SEC filing |
| Aug 10, 2022 | Amendment | $55,431,350 | $730,000vs Sep 13, 2021 | 141 | SEC filing |
| Sep 13, 2021 | Amendment | $54,701,350 | No comparison | Not reported | SEC filing |
| May 12, 2021 | Amendment | $53,501,350 | $200,000vs Apr 13, 2021 | 140 | SEC filing |
| Apr 13, 2021 | Amendment | $53,301,350 | $200,000vs Jun 8, 2020 | 140 | SEC filing |
| Jun 8, 2020 | Amendment | $53,101,350 | $340,000vs Feb 13, 2020 | 140 | SEC filing |
| Feb 13, 2020 | Amendment | $52,761,350 | $125,000vs Oct 11, 2019 | 140 | SEC filing |
| Oct 11, 2019 | Amendment | $52,636,350 | $100,000vs Sep 11, 2019 | 140 | SEC filing |
| Sep 11, 2019 | Amendment | $52,536,350 | $1,000,000vs May 9, 2019 | 140 | SEC filing |
| May 9, 2019 | Amendment | $51,536,350 | $150,000vs Dec 11, 2018 | 139 | SEC filing |
| Dec 11, 2018 | Amendment | $51,386,350 | $25,000vs Aug 10, 2018 | 139 | SEC filing |
| Aug 10, 2018 | Amendment | $51,361,350 | $680,000vs Mar 12, 2018 | 139 | SEC filing |
| Mar 12, 2018 | Amendment | $50,681,350 | $100,000vs Jan 10, 2018 | 138 | SEC filing |
| Jan 10, 2018 | Amendment | $50,581,350 | $596,000vs Dec 12, 2017 | 138 | SEC filing |
| Dec 12, 2017 | Amendment | $49,985,350 | $95,000vs Nov 13, 2017 | 138 | SEC filing |
| Nov 13, 2017 | Amendment | $49,890,350 | $15,000vs Aug 16, 2017 | 50 | SEC filing |
| Aug 16, 2017 | Amendment | $49,875,350 | $5,000vs Jun 15, 2017 | 78 | SEC filing |
| Jun 15, 2017 | Amendment | $49,870,350 | $260,000vs May 11, 2017 | 77 | SEC filing |
| May 11, 2017 | Amendment | $49,610,350 | $26,000vs Apr 14, 2017 | 77 | SEC filing |
| Apr 14, 2017 | Amendment | $49,584,350 | $333,500vs Mar 14, 2017 | 77 | SEC filing |
| Mar 14, 2017 | Amendment | $49,250,850 | $185,000vs Feb 10, 2017 | 76 | SEC filing |
| Feb 10, 2017 | Amendment | $49,065,850 | $1,650,000vs Jan 13, 2017 | 76 | SEC filing |
| Jan 13, 2017 | Amendment | $47,415,850 | $12,000vs Dec 14, 2016 | 75 | SEC filing |
| Dec 14, 2016 | Amendment | $47,403,850 | $265,000vs Nov 14, 2016 | 75 | SEC filing |
| Nov 14, 2016 | Amendment | $47,138,850 | $568,000vs Oct 11, 2016 | 74 | SEC filing |
| Oct 11, 2016 | Amendment | $46,570,850 | $100,000vs Sep 14, 2016 | 70 | SEC filing |
| Sep 14, 2016 | Amendment | $46,470,850 | $387,000vs Jul 14, 2016 | 70 | SEC filing |
| Jul 14, 2016 | Amendment | $46,083,850 | $10,000vs Jun 9, 2016 | 70 | SEC filing |
| Jun 9, 2016 | Amendment | $46,073,850 | $650,000vs Feb 11, 2016 | 70 | SEC filing |
| Feb 11, 2016 | Amendment | $45,423,850 | $200,000vs Dec 11, 2015 | 70 | SEC filing |
| Dec 11, 2015 | Amendment | $45,223,850 | $30,000vs Nov 16, 2015 | 69 | SEC filing |
| Nov 16, 2015 | Initial | $45,193,850 | No comparison | 69 | SEC filing |
| Oct 13, 2015 | Amendment | $45,023,850 | $150,000vs Sep 15, 2015 | 69 | SEC filing |
| Sep 15, 2015 | Amendment | $44,873,850 | $300,000vs Aug 12, 2015 | 69 | SEC filing |
| Aug 12, 2015 | Amendment | $44,573,850 | $250,000vs Jul 20, 2015 | 68 | SEC filing |
| Jul 20, 2015 | Amendment | $44,323,850 | $750,000vs May 14, 2015 | 67 | SEC filing |
| May 14, 2015 | Amendment | $43,573,850 | $805,000vs Apr 14, 2015 | 67 | SEC filing |
| Apr 14, 2015 | Amendment | $42,768,850 | $229,000vs Mar 24, 2015 | 66 | SEC filing |
| Mar 24, 2015 | Amendment | $42,539,850 | $51,750vs Feb 11, 2015 | 66 | SEC filing |
| Feb 11, 2015 | Amendment | $42,488,100 | $92,000vs Jan 27, 2015 | 63 | SEC filing |
| Jan 27, 2015 | Amendment | $42,396,100 | $3,677,000vs Aug 12, 2014 | 63 | SEC filing |
| Nov 12, 2014 | Amendment | $42,196,100 | $3,977,000vs Jul 22, 2014 | 63 | SEC filing |
| Oct 16, 2014 | Amendment | $41,446,100 | $2,727,000vs Aug 12, 2014 | 61 | SEC filing |
| Aug 12, 2014 | Amendment | $38,719,100 | $500,000vs Jul 22, 2014 | 57 | SEC filing |
| Jul 22, 2014 | Amendment | $38,219,100 | $1,678,000vs Apr 18, 2014 | 57 | SEC filing |
| Apr 18, 2014 | Amendment | $36,541,100 | $4,750,000vs Feb 26, 2014 | 55 | SEC filing |
| Feb 26, 2014 | Amendment | $31,791,100 | $320,100vs Jan 21, 2014 | 53 | SEC filing |
| Jan 21, 2014 | Amendment | $31,471,000 | $412,400vs Nov 18, 2013 | 52 | SEC filing |
| Nov 18, 2013 | Amendment | $31,058,600 | $100,000vs Oct 24, 2013 | 51 | SEC filing |
| Oct 24, 2013 | Amendment | $30,958,600 | $499,000vs Aug 14, 2013 | 50 | SEC filing |
| Aug 14, 2013 | Amendment | $30,459,600 | $51,000vs Aug 7, 2013 | 49 | SEC filing |
| Aug 7, 2013 | Amendment | $30,408,600 | $640,000vs Jun 19, 2013 | 49 | SEC filing |
| Jun 19, 2013 | Amendment | $29,768,600 | $500,000vs May 17, 2013 | 49 | SEC filing |
| May 17, 2013 | Amendment | $29,268,600 | $60,000vs Apr 17, 2013 | 48 | SEC filing |
| Apr 17, 2013 | Amendment | $29,208,600 | $460,500vs Mar 18, 2013 | 47 | SEC filing |
| Mar 18, 2013 | Amendment | $28,748,100 | $4,072,000vs Feb 26, 2013 | 45 | SEC filing |
| Feb 26, 2013 | Amendment | $24,676,100 | $2,376,000vs Jan 29, 2013 | 39 | SEC filing |
| Jan 29, 2013 | Amendment | $22,300,100 | $1,719,000vs Dec 20, 2012 | 38 | SEC filing |
| Dec 20, 2012 | Amendment | $20,581,100 | $125,000vs Aug 16, 2012 | 32 | SEC filing |
| Aug 16, 2012 | Amendment | $20,456,100 | $119,500vs Jul 13, 2012 | 30 | SEC filing |
| Jul 13, 2012 | Amendment | $20,336,600 | $577,100vs Jun 18, 2012 | 29 | SEC filing |
| Jun 18, 2012 | Amendment | $19,759,500 | $2,745,000vs Apr 18, 2012 | 29 | SEC filing |
| Apr 18, 2012 | Amendment | $17,014,500 | $2,775,000vs Mar 13, 2012 | 24 | SEC filing |
| Mar 13, 2012 | Amendment | $14,239,500 | $670,000vs Feb 15, 2012 | 19 | SEC filing |
| Feb 15, 2012 | Amendment | $13,569,500 | $1,044,500vs Jan 26, 2012 | 17 | SEC filing |
| Jan 26, 2012 | Initial | $12,525,000 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-596657
Source: Form D, filed Sep 8, 2026. 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 DEFENSIVE STRATEGIES PARTNERSHIP
Investment adviser: CM WEALTH ADVISORS LLC
- Gross asset value
- $48M
- Beneficial owners
- 66
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Auditor
COHEN & COMPANY
CLEVELAND, Ohio, United States
Custodian
BNY MELLON
BOSTON, Massachusetts, United States
Related to adviser: No
Custodian
CHARLES SCHWAB & CO., INC.
WESTLAKE, Texas, 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
COHEN & COMPANY
PCAOB 925
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Filing source
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-5387508268
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.
| Name | Reported role |
|---|---|
| A. Chace Anderson | Executive |
| John Paul Batt | Executive |
| Neal B. Colby | Executive |
| Thomas V. David | Director |
| Deborah C. Jira | Director |
| John A. Koch | Executive |
| John E. Kohl | Director |
| Cynthia G. Koury | Executive |
| R. Douglas Mc Creery | Executive |
| William J. O'neill | Director |
| Cynthia G. Resch | Executive |
| Douglas J. Smorag | Executive |
| James W. Wert | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2000 Auburn Drive Suite 400
Beachwood, OH, 44122
Beachwood, OH, 44122