Form D · Private Equity Fund
CMWA Private Equity 2011 LLC
Pepper Pike, OH · CIK 0001572844
Offering snapshot reported Mar 26, 2013 · SEC filing
- Reported sold
- $19M Offering amount: $19M
- Investors reported
- 50 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 |
|---|---|---|---|---|---|
| Mar 26, 2013 | Initial | $19,020,000 | No comparison | 50 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-193907
Source: Form D, filed Mar 26, 2013. 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 PRIVATE EQUITY 2011 LLC
Investment adviser: CM WEALTH ADVISORS LLC
- Gross asset value
- $4.91M
- 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
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ZION SYNEK & ASSOCIATES
PCAOB 5094
Filing source
Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-5010225874
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 |
| Thomas V. David | Executive |
| Deborah C. Jira | Executive |
| John A. Koch | Executive |
| Cynthia G. Koury | Executive |
| Douglas J. Smorag | Executive |
| James W. Wert | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Pepper Pike, OH, 44124