Form D · Private Equity Fund

CMWA Private Equity 2020 LLC

Beachwood, OH · CIK 0001811768

Offering snapshot reported Nov 17, 2020 · SEC filing

Reported sold
$28.9M
Offering amount: $50M
Investors reported
57
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jul 31, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.5M$28.9MAug 11, 2020: $21,445,000.00Aug 11, 2020Oct 16, 2020: $21,445,000.00Oct 16, 2020Nov 17, 2020: $28,910,000.00Nov 17, 2020

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$21,445,000 → $28,910,000
  • Reported investors35 → 57

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 17, 2020Amendment$28,910,000$7,465,000vs Oct 16, 202057SEC filing
Oct 16, 2020Amendment$21,445,000$0vs Aug 11, 202035SEC filing
Aug 11, 2020Initial$21,445,000No comparison35SEC 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
021-372938

Source: Form D, filed Nov 17, 2020. 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 2020

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value
$33.4M
Beneficial owners
70
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 805-9000331355

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
Paul A. Bodnar Executive
Neal B. Colby Executive
John E. Kohl Executive
Cynthia G. Koury Executive
R. Douglas Mc Creery Executive
Benjamin E. Wallace Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2000 Auburn Drive Suite 400
Beachwood, OH, 44122