Form D · Other Investment Fund

CMWA International Small Cap Partnership LLC

Beachwood, OH · CIK 0001484940

Offering snapshot reported Jul 14, 2021 · SEC filing

Reported sold
$42.8M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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 →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 14, 2021Amendment$42,759,100No comparisonNot reportedSEC filing
Apr 13, 2021Amendment$42,584,100$100,000vs Mar 11, 202164SEC filing
Mar 11, 2021Amendment$42,484,100$50,000vs Feb 16, 202164SEC filing
Feb 16, 2021Amendment$42,434,100$50,000vs Mar 9, 202063SEC filing
Mar 9, 2020Amendment$42,384,100$100,000vs Feb 13, 202062SEC filing
Feb 13, 2020Amendment$42,284,100$51,000vs Sep 11, 201962SEC filing
Sep 11, 2019Amendment$42,233,100$250,000vs Aug 9, 201962SEC filing
Aug 9, 2019Amendment$41,983,100$89,000vs Jun 12, 201962SEC filing
Jun 12, 2019Amendment$41,894,100$100,000vs May 9, 201960SEC filing
May 9, 2019Amendment$41,794,100$100,000vs Apr 10, 201960SEC filing
Apr 10, 2019Amendment$41,694,100$200,000vs Aug 10, 201860SEC filing
Aug 10, 2018Amendment$41,494,100$60,000vs May 11, 201859SEC filing
May 11, 2018Amendment$41,434,100$200,000vs Apr 11, 201859SEC filing
Apr 11, 2018Amendment$41,234,100$50,000vs Mar 12, 201858SEC filing
Mar 12, 2018Amendment$41,184,100$309,000vs Feb 13, 201858SEC filing
Feb 13, 2018Amendment$40,875,100$3,339,000vs Jan 10, 201857SEC filing
Jan 10, 2018Amendment$37,536,100$1,000,000vs Dec 12, 201754SEC filing
Dec 12, 2017Amendment$36,536,100$500,000vs Sep 25, 201753SEC filing
Sep 25, 2017Amendment$36,036,100$75,000vs Jul 13, 201750SEC filing
Jul 13, 2017Amendment$35,961,100$998,000vs Jun 15, 201750SEC filing
Jun 15, 2017Amendment$34,963,100$75,000vs May 11, 201749SEC filing
May 11, 2017Amendment$34,888,100$100,000vs Feb 10, 201749SEC filing
Feb 10, 2017Amendment$34,788,100$120,000vs Dec 14, 201649SEC filing
Dec 14, 2016Amendment$34,668,100$997,000vs Feb 12, 201648SEC filing
Feb 12, 2016Amendment$33,671,100$52,000vs Jan 14, 201647SEC filing
Jan 14, 2016Amendment$33,619,100$1,621,000vs Oct 13, 201546SEC filing
Oct 13, 2015Amendment$31,998,100$150,000vs Aug 12, 201545SEC filing
Aug 12, 2015Amendment$31,848,100$93,750vs Jul 20, 201545SEC filing
Jul 20, 2015Amendment$31,754,350$93,750vs Oct 17, 201445SEC filing
Oct 17, 2014Amendment$31,660,600$660,000vs Apr 18, 201444SEC filing
Apr 18, 2014Amendment$31,000,600$500,000vs Jan 21, 201444SEC filing
Jan 21, 2014Amendment$30,500,600$717,000vs Oct 24, 201344SEC filing
Oct 24, 2013Amendment$29,783,600$400,000vs May 20, 201342SEC filing
May 20, 2013Amendment$29,383,600$760,000vs Feb 26, 201342SEC filing
May 17, 2013Initial$29,383,600No comparison42SEC filing
Feb 26, 2013Amendment$28,623,600$75,000vs Nov 16, 201242SEC filing
Nov 16, 2012Amendment$28,548,600$500,000vs Oct 17, 201241SEC filing
Oct 17, 2012Amendment$28,048,600$1,950,000vs Sep 20, 201241SEC filing
Sep 20, 2012Amendment$26,098,600$700,000vs Apr 18, 201241SEC filing
Apr 18, 2012Amendment$25,398,600$450,000vs Jan 27, 201241SEC filing
Jan 27, 2012Amendment$24,948,600$500,000vs Jan 5, 201242SEC filing
Jan 5, 2012Amendment$24,448,600$1,100,000vs Oct 25, 201142SEC filing
Oct 25, 2011Amendment$23,348,600$2,016,600vs Jul 19, 201140SEC filing
Jul 19, 2011Amendment$21,332,000$340,000vs Mar 17, 201139SEC filing
Mar 17, 2011Amendment$20,992,000$815,000vs Feb 17, 201139SEC filing
Feb 17, 2011Amendment$20,177,000$365,000vs Jan 21, 201138SEC filing
Jan 21, 2011Amendment$19,812,000$1,810,000vs Apr 13, 201037SEC filing
Apr 13, 2010Amendment$18,002,000-$6,242,000vs Feb 23, 201032SEC filing
Feb 23, 2010Initial$24,244,000No comparison32SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-138959

Source: Form D, filed Jul 14, 2021. 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 INTERNATIONAL SMALL CAP PARTNERSHIP LLC

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value
$44.7M
Beneficial owners
57
ADV minimum commitment
$100K

Reported in Form ADV on Jul 21, 2023. 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 1776346 · Jul 21, 2023 · Schedule D 7.B.(1), fund 805-6705944098

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
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 Executive
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