Form D · Other Investment Fund
CMWA Foreign Developed Partnership LLC
Beachwood, OH · CIK 0001422816
Offering snapshot reported Sep 8, 2026 · SEC filing
- Reported sold
- $134M Indefinite offering
- Investors reported
- 191 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Apr 3, 2006 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 | $133,828,759 | No comparison | 191 | SEC filing |
| Jul 7, 2026 | Initial | $133,718,759 | No comparison | 191 | SEC filing |
| Apr 7, 2026 | Initial | $133,406,259 | No comparison | 189 | SEC filing |
| Mar 4, 2026 | Initial | $132,981,259 | No comparison | 188 | SEC filing |
| Feb 5, 2026 | Initial | $132,681,259 | No comparison | Not reported | SEC filing |
| Jan 2, 2026 | Initial | $132,181,259 | No comparison | 183 | SEC filing |
| Nov 4, 2025 | Initial | $131,331,259 | No comparison | 182 | SEC filing |
| Sep 2, 2025 | Initial | $131,180,259 | No comparison | Not reported | SEC filing |
| Aug 5, 2025 | Initial | $130,958,259 | No comparison | 179 | SEC filing |
| Jul 2, 2025 | Initial | $130,933,259 | No comparison | 178 | SEC filing |
| Apr 4, 2025 | Initial | $129,663,259 | No comparison | 176 | SEC filing |
| Feb 3, 2025 | Initial | $129,313,259 | No comparison | 175 | SEC filing |
| Dec 7, 2023 | Amendment | $129,343,259 | $450,000vs Oct 10, 2023 | 175 | SEC filing |
| Nov 8, 2023 | Initial | $129,073,259 | No comparison | 174 | SEC filing |
| Oct 10, 2023 | Initial | $128,893,259 | No comparison | 173 | SEC filing |
| Sep 8, 2023 | Initial | $128,193,259 | No comparison | 172 | SEC filing |
| Sep 8, 2023 | Initial | $128,193,259 | No comparison | 172 | SEC filing |
| Jul 17, 2023 | Initial | $127,693,259 | No comparison | 170 | SEC filing |
| Jul 17, 2023 | Initial | $127,993,259 | No comparison | 171 | SEC filing |
| Jul 11, 2023 | Initial | $83,738,459 | No comparison | 117 | SEC filing |
| Jun 9, 2023 | Initial | $127,693,259 | No comparison | 170 | SEC filing |
| Nov 9, 2021 | Amendment | $83,438,459 | $460,000vs Apr 13, 2021 | 116 | SEC filing |
| Apr 13, 2021 | Amendment | $82,978,459 | $50,000vs Aug 10, 2020 | 116 | SEC filing |
| Aug 10, 2020 | Amendment | $82,928,459 | $225,000vs Feb 13, 2020 | 116 | SEC filing |
| Feb 13, 2020 | Amendment | $82,703,459 | $1,430,000vs Nov 12, 2019 | 116 | SEC filing |
| Nov 12, 2019 | Amendment | $81,273,459 | $237,000vs Oct 11, 2019 | 113 | SEC filing |
| Oct 11, 2019 | Amendment | $81,036,459 | $3,000vs Sep 11, 2019 | 113 | SEC filing |
| Sep 11, 2019 | Amendment | $81,033,459 | $250,000vs Aug 9, 2019 | 113 | SEC filing |
| Aug 9, 2019 | Amendment | $80,783,459 | $418,000vs Jun 12, 2019 | 113 | SEC filing |
| Jun 12, 2019 | Amendment | $80,365,459 | $100,000vs May 9, 2019 | 113 | SEC filing |
| May 9, 2019 | Amendment | $80,265,459 | $75,000vs Jan 11, 2019 | 113 | SEC filing |
| Jan 11, 2019 | Amendment | $80,190,459 | $90,000vs May 11, 2018 | 113 | SEC filing |
| May 11, 2018 | Amendment | $80,100,459 | $723,000vs Mar 12, 2018 | 113 | SEC filing |
| Mar 12, 2018 | Amendment | $79,377,459 | $372,000vs Feb 13, 2018 | 112 | SEC filing |
| Feb 13, 2018 | Amendment | $79,005,459 | $4,626,200vs Jan 10, 2018 | 112 | SEC filing |
| Jan 10, 2018 | Amendment | $74,379,259 | $1,136,000vs Dec 13, 2017 | 103 | SEC filing |
| Dec 13, 2017 | Amendment | $73,243,259 | $1,437,000vs Nov 13, 2017 | 100 | SEC filing |
| Nov 13, 2017 | Amendment | $71,806,259 | $2,144,000vs Oct 11, 2017 | 76 | SEC filing |
| Oct 11, 2017 | Amendment | $69,662,259 | $568,000vs Sep 25, 2017 | 99 | SEC filing |
| Sep 25, 2017 | Amendment | $69,094,259 | $550,000vs Aug 16, 2017 | 98 | SEC filing |
| Aug 16, 2017 | Amendment | $68,544,259 | $46,000vs Jul 13, 2017 | 98 | SEC filing |
| Jul 13, 2017 | Amendment | $68,498,259 | $1,327,000vs Jun 15, 2017 | 98 | SEC filing |
| Jun 15, 2017 | Amendment | $67,171,259 | $94,000vs May 11, 2017 | 96 | SEC filing |
| May 11, 2017 | Amendment | $67,077,259 | $167,000vs Mar 14, 2017 | 96 | SEC filing |
| Mar 14, 2017 | Amendment | $66,910,259 | $616,000vs Feb 10, 2017 | 96 | SEC filing |
| Feb 10, 2017 | Amendment | $66,294,259 | $100,000vs Jan 17, 2017 | 90 | SEC filing |
| Jan 17, 2017 | Amendment | $66,194,259 | $75,000vs Dec 14, 2016 | 90 | SEC filing |
| Dec 14, 2016 | Amendment | $66,119,259 | $1,244,000vs Nov 14, 2016 | 90 | SEC filing |
| Nov 14, 2016 | Amendment | $64,875,259 | $20,000vs Oct 11, 2016 | 88 | SEC filing |
| Oct 11, 2016 | Amendment | $64,855,259 | $11,000vs Apr 11, 2016 | 88 | SEC filing |
| Apr 11, 2016 | Amendment | $64,844,259 | $50,000vs Mar 11, 2016 | 88 | SEC filing |
| Mar 11, 2016 | Amendment | $64,794,259 | $256,000vs Feb 12, 2016 | 88 | SEC filing |
| Feb 12, 2016 | Amendment | $64,538,259 | $185,000vs Jan 15, 2016 | 88 | SEC filing |
| Jan 15, 2016 | Amendment | $64,353,259 | $1,921,000vs Oct 13, 2015 | 85 | SEC filing |
| Oct 13, 2015 | Amendment | $62,432,259 | $550,000vs Aug 12, 2015 | 84 | SEC filing |
| Aug 12, 2015 | Amendment | $61,882,259 | $100,000vs Jul 20, 2015 | 84 | SEC filing |
| Jul 20, 2015 | Amendment | $61,782,259 | $327,500vs May 14, 2015 | 84 | SEC filing |
| May 14, 2015 | Amendment | $61,454,759 | $1,181,000vs Apr 14, 2015 | 82 | SEC filing |
| Apr 14, 2015 | Amendment | $60,273,759 | $271,000vs Apr 13, 2015 | 78 | SEC filing |
| Apr 13, 2015 | Amendment | $60,002,759 | $1,505,000vs Oct 17, 2014 | 73 | SEC filing |
| Oct 17, 2014 | Amendment | $58,497,759 | $118,500vs Jun 10, 2014 | 72 | SEC filing |
| Jun 10, 2014 | Amendment | $58,379,259 | $7,574,000vs Apr 18, 2014 | 72 | SEC filing |
| Apr 18, 2014 | Amendment | $50,805,259 | $1,296,000vs Feb 26, 2014 | 68 | SEC filing |
| Feb 26, 2014 | Amendment | $49,509,259 | $60,000vs Jan 21, 2014 | 67 | SEC filing |
| Jan 21, 2014 | Amendment | $49,449,259 | $718,000vs Oct 24, 2013 | 66 | SEC filing |
| Oct 24, 2013 | Amendment | $48,731,259 | $400,000vs Aug 7, 2013 | 60 | SEC filing |
| Aug 7, 2013 | Amendment | $48,331,259 | $20,000vs May 17, 2013 | 60 | SEC filing |
| May 17, 2013 | Amendment | $48,311,259 | $1,250,000vs Feb 26, 2013 | 60 | SEC filing |
| Feb 26, 2013 | Amendment | $47,061,259 | -$425,000vs Jan 29, 2013 | 60 | SEC filing |
| Jan 29, 2013 | Amendment | $47,486,259 | $6,793,000vs Jan 5, 2012 | 59 | SEC filing |
| Dec 20, 2012 | Amendment | $46,706,259 | $846,000vs Nov 16, 2012 | 59 | SEC filing |
| Nov 16, 2012 | Amendment | $45,860,259 | $1,567,000vs Oct 17, 2012 | 58 | SEC filing |
| Oct 17, 2012 | Amendment | $44,293,259 | $950,000vs Sep 20, 2012 | 54 | SEC filing |
| Sep 20, 2012 | Amendment | $43,343,259 | $1,500,000vs Apr 18, 2012 | 54 | SEC filing |
| Apr 18, 2012 | Amendment | $41,843,259 | $250,000vs Jan 27, 2012 | 54 | SEC filing |
| Jan 27, 2012 | Amendment | $41,593,259 | $900,000vs Jan 5, 2012 | 54 | SEC filing |
| Jan 5, 2012 | Amendment | $40,693,259 | $700,000vs Nov 15, 2011 | 54 | SEC filing |
| Nov 15, 2011 | Amendment | $39,993,259 | $400,000vs Oct 25, 2011 | 53 | SEC filing |
| Oct 25, 2011 | Amendment | $39,593,259 | $2,066,600vs Jul 19, 2011 | 52 | SEC filing |
| Jul 19, 2011 | Amendment | $37,526,659 | $630,000vs Mar 17, 2011 | 51 | SEC filing |
| Mar 17, 2011 | Amendment | $36,896,659 | $515,000vs Jan 21, 2011 | 50 | SEC filing |
| Jan 21, 2011 | Amendment | $36,381,659 | $2,125,000vs Jul 30, 2010 | 49 | SEC filing |
| Jul 30, 2010 | Amendment | $34,256,659 | $10,000vs May 6, 2010 | 44 | SEC filing |
| May 6, 2010 | Amendment | $34,246,659 | $89,000vs Apr 13, 2010 | 44 | SEC filing |
| Apr 13, 2010 | Amendment | $34,157,659 | $500,000vs Feb 8, 2010 | 43 | SEC filing |
| Feb 8, 2010 | Amendment | $33,657,659 | $258,970vs Aug 6, 2009 | 43 | SEC filing |
| Aug 6, 2009 | Amendment | $33,398,689 | $2,674,030vs May 5, 2009 | 42 | SEC filing |
| May 5, 2009 | Amendment | $30,724,659 | No comparison | Not reported | SEC filing |
| Dec 28, 2007 | Paper | Not reported | No comparison | Not reported | 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
- 021-596662
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 FOREIGN DEVELOPED PARTNERSHIP
Investment adviser: CM WEALTH ADVISORS LLC
- Gross asset value
- $94.1M
- Beneficial owners
- 85
- 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
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY
PCAOB 925
Filing source
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-3780976216
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 |
| William J. O'neill | Director |
| William J. O'neill, Jr. | Executive |
| Cynthia G. Resch | Executive |
| Douglas J. Smorag | Executive |
| David V. Thomas | 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