Form D · Private Equity Fund

CMWA Private Equity 2014 LLC

Pepper Pike, OH · CIK 0001613355

Offering snapshot reported Nov 12, 2014 · SEC filing

Reported sold
$20.4M
Indefinite offering
Investors reported
45
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jul 8, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.2M$20.4MJul 23, 2014: $19,535,000.00Jul 23, 2014Nov 12, 2014: $20,435,000.00Nov 12, 2014

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$19,535,000 → $20,435,000
  • Reported investors40 → 45

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 12, 2014Amendment$20,435,000$900,000vs Jul 23, 201445SEC filing
Jul 23, 2014Initial$19,535,000No comparison40SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-221640

Source: Form D, filed Nov 12, 2014. 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 2014

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value
$12.3M
Beneficial owners
69
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 ZION SYNEK & ASSOCIATES INDEPENDENCE, 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

ZION SYNEK & ASSOCIATES
PCAOB 5094

Filing source

Form ADV 2066735 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-3931365091

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
Neal Colby Director
Thomas V. David Director
Karen Greco Executive
Cynthia G. Koury Executive
Douglas J. Smorag Executive
James W. Wert Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30195 Chagrin Boulevard Suite 250
Pepper Pike, OH, 44124