Form D · Private Equity Fund

CMWA Private Opportunities I LLC

Beachwood, OH · CIK 0001755538

Offering snapshot reported Dec 11, 2018 · SEC filing

Reported sold: $20M
Investors reported: 25
Minimum accepted: $0
First sale: Oct 1, 2018

Fundraising history

Reported sold

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$19,005,000 → $19,960,000
Reported investors16 → 25

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 11, 2018	Amendment	$19,960,000	$955,000vs Nov 13, 2018	25	SEC filing
Nov 13, 2018	Amendment	$19,005,000	$7,530,000vs Oct 10, 2018	16	SEC filing
Oct 10, 2018	Initial	$11,475,000	No comparison	9	SEC 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: 021-323190

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 OPPORTUNITIES I

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value: $9.57M
Beneficial owners: 37
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 805-3412787789

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
CMWA Private Opportunities I LLC (this fund)	Dec 11, 2018	$19,960,000	25
CMWA Private Opportunities II LLC	Dec 15, 2021	$28,565,000	56
CMWA PRIVATE OPPORTUNITIES III LLC	Jan 3, 2024	$45,280,000	103
CMWA Private Opportunities IV LLC	Dec 17, 2025	$46,020,000	94

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
Name	Reported role
Karen L. Greco	Executive
Cynthia G. Koury	Executive
Doublas 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