Form D · Other Investment Fund
CMWA Mid Cap Partnership LLC
Beachwood, OH · CIK 0001411361
Offering snapshot reported Sep 30, 2026 · SEC filing
- Reported sold
- $206M Indefinite offering
- Investors reported
- 108 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 4, 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 30, 2026 | Initial | $206,014,546 | No comparison | 108 | SEC filing |
| Sep 8, 2026 | Initial | $205,939,546 | No comparison | 108 | SEC filing |
| Jul 7, 2026 | Initial | $205,922,546 | No comparison | 108 | SEC filing |
| Apr 7, 2026 | Initial | $205,778,797 | No comparison | 108 | SEC filing |
| Mar 4, 2026 | Initial | $205,491,297 | No comparison | 107 | SEC filing |
| Jan 2, 2026 | Initial | $205,341,297 | No comparison | 106 | SEC filing |
| Nov 4, 2025 | Initial | $205,141,297 | No comparison | 105 | SEC filing |
| Sep 2, 2025 | Initial | $205,011,297 | No comparison | Not reported | SEC filing |
| Feb 3, 2025 | Initial | $204,721,297 | No comparison | 102 | SEC filing |
| Sep 14, 2022 | Amendment | $204,271,297 | $175,000vs Dec 10, 2021 | 100 | SEC filing |
| Dec 10, 2021 | Amendment | $204,096,297 | $440,000vs Apr 13, 2021 | 100 | SEC filing |
| Apr 13, 2021 | Amendment | $203,656,297 | $100,000vs Aug 10, 2020 | 99 | SEC filing |
| Aug 10, 2020 | Amendment | $203,556,297 | $376,000vs Apr 6, 2020 | 99 | SEC filing |
| Apr 6, 2020 | Amendment | $203,180,297 | $75,000vs Feb 13, 2020 | 98 | SEC filing |
| Feb 13, 2020 | Amendment | $203,105,297 | $47,000vs Nov 12, 2019 | 98 | SEC filing |
| Nov 12, 2019 | Amendment | $203,058,297 | $64,000vs Sep 11, 2019 | 97 | SEC filing |
| Sep 11, 2019 | Amendment | $202,994,297 | $50,000vs Jul 10, 2019 | 97 | SEC filing |
| Jul 10, 2019 | Amendment | $202,944,297 | $100,000vs Jun 12, 2019 | 97 | SEC filing |
| Jun 12, 2019 | Amendment | $202,844,297 | $100,000vs May 9, 2019 | 97 | SEC filing |
| May 9, 2019 | Amendment | $202,744,297 | $100,000vs Jun 12, 2018 | 97 | SEC filing |
| Jun 12, 2018 | Amendment | $202,644,297 | $500,000vs Mar 12, 2018 | 97 | SEC filing |
| Mar 12, 2018 | Amendment | $202,144,297 | $1,037,000vs Feb 13, 2018 | 96 | SEC filing |
| Feb 13, 2018 | Amendment | $201,107,297 | $1,980,000vs Sep 25, 2017 | 94 | SEC filing |
| Sep 25, 2017 | Amendment | $199,127,297 | $50,000vs May 11, 2017 | 85 | SEC filing |
| May 11, 2017 | Amendment | $199,077,297 | $100,000vs Feb 10, 2017 | 85 | SEC filing |
| Feb 10, 2017 | Amendment | $198,977,297 | $603,000vs Jan 17, 2017 | 84 | SEC filing |
| Jan 17, 2017 | Amendment | $198,374,297 | $67,000vs Dec 14, 2016 | 84 | SEC filing |
| Dec 14, 2016 | Amendment | $198,307,297 | $997,000vs Feb 12, 2016 | 83 | SEC filing |
| Feb 12, 2016 | Amendment | $197,310,297 | $85,000vs Jan 14, 2016 | 82 | SEC filing |
| Jan 14, 2016 | Amendment | $197,225,297 | $150,000vs Sep 15, 2015 | 81 | SEC filing |
| Oct 13, 2015 | Amendment | $197,125,297 | $190,000vs Jul 20, 2015 | 81 | SEC filing |
| Sep 15, 2015 | Amendment | $197,075,297 | $265,000vs Jan 27, 2015 | 83 | SEC filing |
| Jul 20, 2015 | Amendment | $196,935,297 | $125,000vs Jan 27, 2015 | 81 | SEC filing |
| Jan 27, 2015 | Amendment | $196,810,297 | $79,000vs Oct 17, 2014 | 80 | SEC filing |
| Oct 17, 2014 | Amendment | $196,731,297 | $264,000vs Jun 5, 2014 | 78 | SEC filing |
| Jun 5, 2014 | Amendment | $196,467,297 | $133,000vs Jan 22, 2014 | 75 | SEC filing |
| Jan 22, 2014 | Amendment | $196,334,297 | $631,250vs Nov 18, 2013 | 74 | SEC filing |
| Nov 18, 2013 | Amendment | $195,703,047 | $400,000vs Aug 7, 2013 | 72 | SEC filing |
| Aug 7, 2013 | Amendment | $195,303,047 | $17,000vs Jun 18, 2013 | 72 | SEC filing |
| Jun 18, 2013 | Initial | $195,286,047 | No comparison | 72 | SEC filing |
| May 20, 2013 | Amendment | $192,286,047 | $568,000vs Apr 18, 2013 | 71 | SEC filing |
| Apr 18, 2013 | Amendment | $191,718,047 | $4,170,000vs Feb 26, 2013 | 71 | SEC filing |
| Feb 26, 2013 | Amendment | $187,548,047 | $2,350,000vs Jan 29, 2013 | 70 | SEC filing |
| Jan 29, 2013 | Amendment | $185,198,047 | $2,750,000vs Dec 20, 2012 | 70 | SEC filing |
| Dec 20, 2012 | Amendment | $182,448,047 | $240,000vs Nov 16, 2012 | 70 | SEC filing |
| Nov 16, 2012 | Amendment | $182,208,047 | $1,067,000vs Jul 13, 2012 | 69 | SEC filing |
| Jul 13, 2012 | Amendment | $181,141,047 | $253,000vs Jun 19, 2012 | 65 | SEC filing |
| Jun 19, 2012 | Amendment | $180,888,047 | $300,000vs Feb 15, 2012 | 59 | SEC filing |
| Feb 15, 2012 | Amendment | $180,588,047 | $3,405,000vs Jan 5, 2012 | 58 | SEC filing |
| Jan 27, 2012 | Amendment | $180,188,047 | $3,005,000vs Jan 5, 2012 | 58 | SEC filing |
| Jan 5, 2012 | Amendment | $177,183,047 | $1,500,000vs Oct 25, 2011 | 58 | SEC filing |
| Oct 25, 2011 | Amendment | $175,683,047 | $16,770,000vs Mar 17, 2011 | 57 | SEC filing |
| Mar 17, 2011 | Amendment | $158,913,047 | $935,000vs Feb 18, 2011 | 56 | SEC filing |
| Feb 18, 2011 | Amendment | $157,978,047 | $335,000vs Jan 21, 2011 | 54 | SEC filing |
| Jan 21, 2011 | Amendment | $157,643,047 | $2,826,000vs Aug 3, 2010 | 53 | SEC filing |
| Aug 3, 2010 | Amendment | $154,817,047 | $328,000vs May 7, 2010 | 50 | SEC filing |
| May 7, 2010 | Amendment | $154,489,047 | $275,000vs Apr 13, 2010 | 50 | SEC filing |
| Apr 13, 2010 | Amendment | $154,214,047 | $1,360,000vs Feb 8, 2010 | 49 | SEC filing |
| Feb 8, 2010 | Amendment | $152,854,047 | $410,000vs May 5, 2009 | 49 | SEC filing |
| May 5, 2009 | Amendment | $152,444,047 | No comparison | Not reported | SEC filing |
| Aug 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
- 021-599426
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 MID CAP PARTNERSHIP LLC
Investment adviser: CM WEALTH ADVISORS LLC
- Gross asset value
- $144M
- Beneficial owners
- 63
- 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 805-2041214393
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 |
| 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
Beachwood, OH, 44122