Form D · Hedge Fund

CMWA Micro Cap Fund LLC

Beachwood, OH · CIK 0001309484

This view uses the 100 most recent filings and may show only part of an offering's history. Complete filing history at the SEC.

Offering snapshot reported Sep 30, 2026 · SEC filing

Reported sold
$149M
Indefinite offering
Investors reported
171
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Sep 1, 2004
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 30, 2026Initial$149,208,469No comparison171SEC filing
Sep 8, 2026Initial$148,818,469No comparison170SEC filing
Jul 7, 2026Initial$148,563,469No comparison169SEC filing
May 1, 2026Initial$148,326,469No comparison169SEC filing
Apr 7, 2026Initial$148,226,469No comparison168SEC filing
Mar 4, 2026Initial$147,851,469No comparison167SEC filing
Feb 5, 2026Initial$147,601,469No comparisonNot reportedSEC filing
Jan 2, 2026Initial$147,401,469No comparison165SEC filing
Nov 4, 2025Initial$147,157,469No comparison164SEC filing
Sep 2, 2025Initial$147,002,469No comparisonNot reportedSEC filing
Aug 5, 2025Initial$146,813,469No comparison160SEC filing
Jul 2, 2025Initial$146,763,469No comparison160SEC filing
May 5, 2025Initial$146,213,469No comparison159SEC filing
Apr 4, 2025Initial$146,063,469No comparison159SEC filing
Feb 3, 2025Initial$145,513,469No comparison158SEC filing
Dec 4, 2024Initial$145,213,469No comparison156SEC filing
Nov 7, 2024Initial$145,183,469No comparison156SEC filing
Sep 3, 2024Initial$145,168,469No comparison156SEC filing
May 29, 2024Initial$144,253,469No comparison153SEC filing
Apr 1, 2024Initial$144,053,469No comparison153SEC filing
Mar 6, 2024Amendment$143,803,469$150,000vs Feb 6, 2024153SEC filing
Feb 6, 2024Amendment$143,653,469$125,000vs Jan 10, 2024153SEC filing
Jan 10, 2024Amendment$143,528,469$25,000vs Dec 8, 2023152SEC filing
Dec 8, 2023Amendment$143,503,469$700,000vs Nov 8, 2023151SEC filing
Nov 8, 2023Initial$142,803,469No comparison147SEC filing
Oct 10, 2023Initial$142,683,469No comparison146SEC filing
Sep 8, 2023Initial$142,433,469No comparison145SEC filing
Jul 17, 2023Initial$142,123,469No comparison142SEC filing
Jul 17, 2023Initial$141,423,469No comparison138SEC filing
Jul 17, 2023Initial$141,349,469No comparison136SEC filing
Jul 17, 2023Initial$141,699,469No comparison138SEC filing
Jul 17, 2023Initial$141,773,469No comparison140SEC filing
Jul 11, 2023Initial$141,349,469No comparison136SEC filing
May 8, 2023Initial$141,349,469No comparison136SEC filing
Apr 10, 2023Initial$141,349,469No comparison135SEC filing
Mar 8, 2023Initial$141,073,469No comparison137SEC filing
Feb 13, 2023Initial$141,014,469No comparison135SEC filing
Dec 14, 2022Amendment$140,999,469$30,000vs Nov 14, 2022134SEC filing
Nov 14, 2022Amendment$140,969,469$512,000vs Aug 10, 2022134SEC filing
Aug 10, 2022Amendment$140,457,469$2,910,000vs Jun 14, 2022134SEC filing
Jun 14, 2022Amendment$137,547,469$50,000vs Apr 8, 2022134SEC filing
Apr 8, 2022Amendment$137,497,469$540,000vs Mar 8, 2022134SEC filing
Mar 8, 2022Amendment$136,957,469$190,000vs Jan 12, 2022134SEC filing
Jan 12, 2022Amendment$136,767,469$806,000vs Dec 10, 2021134SEC filing
Dec 10, 2021Amendment$135,961,469$648,000vs Nov 9, 2021133SEC filing
Nov 9, 2021Amendment$135,313,469$1,134,000vs Sep 13, 2021129SEC filing
Sep 13, 2021Amendment$134,179,469No comparisonNot reportedSEC filing
Aug 13, 2021Amendment$134,144,469$1,024,000vs Jul 14, 2021125SEC filing
Jul 14, 2021Amendment$133,120,469No comparisonNot reportedSEC filing
Jun 14, 2021Amendment$133,045,469$3,513,000vs May 12, 2021124SEC filing
May 12, 2021Amendment$129,532,469No comparisonNot reportedSEC filing
Apr 13, 2021Amendment$128,692,469$198,000vs Mar 11, 2021118SEC filing
Mar 11, 2021Amendment$128,494,469$150,000vs Jan 13, 2021118SEC filing
Jan 13, 2021Amendment$128,344,469$2,739,000vs Nov 12, 2020118SEC filing
Nov 12, 2020Amendment$125,605,469$405,800vs Oct 13, 2020109SEC filing
Oct 13, 2020Amendment$125,199,669$497,800vs Aug 10, 2020109SEC filing
Aug 10, 2020Amendment$124,701,869$309,500vs Jun 8, 2020106SEC filing
Jun 8, 2020Amendment$124,392,369$3,000,000vs May 12, 2020104SEC filing
May 12, 2020Amendment$121,392,369$10,500vs Oct 11, 2019103SEC filing
Oct 11, 2019Amendment$121,381,869$810,000vs Sep 11, 2019103SEC filing
Sep 11, 2019Amendment$120,571,869$100,000vs Jul 10, 2019103SEC filing
Jul 10, 2019Amendment$120,471,869$127,500vs May 9, 2019103SEC filing
May 9, 2019Amendment$120,344,369$150,000vs Feb 14, 2019102SEC filing
Feb 14, 2019Amendment$120,194,369$143,000vs Jan 11, 2019101SEC filing
Jan 11, 2019Amendment$120,051,369$75,000vs Dec 11, 2018100SEC filing
Dec 11, 2018Amendment$119,976,369$94,000vs Oct 9, 2018100SEC filing
Oct 9, 2018Amendment$119,882,369$400,000vs Jun 12, 201899SEC filing
Jun 12, 2018Amendment$119,482,369$600,000vs Mar 12, 201899SEC filing
Mar 12, 2018Amendment$118,882,369$614,000vs Feb 13, 201898SEC filing
Feb 13, 2018Amendment$118,268,369$2,090,000vs Jan 10, 201896SEC filing
Jan 10, 2018Amendment$116,178,369$2,000,000vs Dec 12, 201794SEC filing
Dec 12, 2017Amendment$114,178,369$10,181,700vs Oct 11, 201792SEC filing
Oct 11, 2017Amendment$103,996,669$50,000vs Jul 13, 201787SEC filing
Jul 13, 2017Amendment$103,946,669$50,000vs Jun 15, 201787SEC filing
Jun 15, 2017Amendment$103,896,669$35,000vs Jan 17, 201787SEC filing
Jan 17, 2017Amendment$103,861,669$824,000vs Dec 14, 201687SEC filing
Dec 14, 2016Amendment$103,037,669$750,000vs Oct 11, 201686SEC filing
Oct 11, 2016Amendment$102,287,669$225,000vs Sep 14, 201685SEC filing
Sep 14, 2016Amendment$102,062,669$25,000vs Apr 11, 201684SEC filing
Apr 11, 2016Amendment$102,037,669$121,000vs Feb 12, 201684SEC filing
Feb 12, 2016Amendment$101,916,669$122,000vs Jan 14, 201684SEC filing
Jan 14, 2016Amendment$101,794,669$1,373,500vs Oct 13, 201583SEC filing
Oct 13, 2015Amendment$100,421,169$250,000vs Sep 15, 201578SEC filing
Sep 15, 2015Amendment$100,171,169$75,000vs Aug 12, 201578SEC filing
Aug 12, 2015Amendment$100,096,169$576,250vs Jul 20, 201578SEC filing
Jul 20, 2015Amendment$99,519,919$156,250vs Apr 13, 201577SEC filing
Apr 13, 2015Amendment$99,363,669$25,000vs Oct 17, 201475SEC filing
Oct 17, 2014Amendment$99,338,669$431,500vs Jul 22, 201474SEC filing
Jul 22, 2014Amendment$98,907,169$28,000vs Jun 5, 201473SEC filing
Jun 5, 2014Amendment$98,879,169$1,400,000vs Jan 22, 201472SEC filing
Jan 22, 2014Amendment$97,479,169$2,000vs Aug 7, 201372SEC filing
Aug 7, 2013Amendment$97,477,169$6,500vs Jun 18, 201372SEC filing
Jun 18, 2013Amendment$97,470,669$518,000vs May 20, 201372SEC filing
May 20, 2013Amendment$96,952,669$778,000vs Jan 27, 201272SEC filing
Apr 17, 2013Amendment$96,852,669$6,000vs Feb 26, 201372SEC filing
Feb 26, 2013Amendment$96,846,669$109,000vs Nov 16, 201272SEC filing
Nov 16, 2012Amendment$96,737,669$533,000vs Mar 13, 201271SEC filing
Mar 13, 2012Amendment$96,204,669$4,530,000vs Jan 5, 201267SEC filing
Jan 27, 2012Amendment$96,174,669$4,500,000vs Jan 5, 201267SEC filing
Jan 5, 2012Amendment$91,674,669No comparison66SEC 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
021-599422

Source: Form D, filed Sep 30, 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 MICRO CAP FUND LLC

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value
$154M
Beneficial owners
119
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 805-1669333309

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, Executive
John A Koch Executive
John E. Kohl Director
Cynthia G. Koury Executive
R. Douglas Mc Creery Executive
William J. O'neill Director
William J. O'neill, Jr. 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