Form D · Private Equity Fund

CMWA Private Equity 2018 LLC

Beachwood, OH · CIK 0001739273

Offering snapshot reported Dec 11, 2018 · SEC filing

Reported sold
$35.5M
Offering amount: $50M
Investors reported
54
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 26, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$17.8M$35.5MMay 2, 2018: $7,000,000.00May 2, 2018Sep 13, 2018: $10,350,000.00Sep 13, 2018Oct 9, 2018: $31,245,000.00Nov 13, 2018: $31,405,000.00Dec 11, 2018: $35,517,000.00Dec 11, 2018

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$31,405,000 → $35,517,000
  • Reported investors49 → 54

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 11, 2018Amendment$35,517,000$4,112,000vs Nov 13, 201854SEC filing
Nov 13, 2018Amendment$31,405,000$160,000vs Oct 9, 201849SEC filing
Oct 9, 2018Amendment$31,245,000$20,895,000vs Sep 13, 201847SEC filing
Sep 13, 2018Amendment$10,350,000$3,350,000vs May 2, 20188SEC filing
May 2, 2018Initial$7,000,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-311487

Source: Form D, filed Dec 11, 2018. 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 2018 LLC

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value
$34.7M
Beneficial owners
67
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 805-7358211011

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
Karen L. 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:
2000 Auburn Drive Suite 400
Beachwood, OH, 44122