Form D · Private Equity Fund

CMWA PRIVATE OPPORTUNITIES III LLC

Beachwood, OH · CIK 0001972396

Offering snapshot reported Jan 3, 2024 · SEC filing

Reported sold: $45.3M
Investors reported: 103
Minimum accepted: $100K
First sale: May 1, 2023

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$222,800,000 → $45,280,000
Reported investors39 → 103

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 3, 2024	Amendment	$45,280,000	-$177,520,000vs May 9, 2023	103	SEC filing
May 9, 2023	Initial	$222,800,000	No comparison	39	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-481201

Source: Form D, filed Jan 3, 2024. 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 FUND III

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value: $47.1M
Beneficial owners: 89
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 805-8079735048

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	Dec 11, 2018	$19,960,000	25
CMWA Private Opportunities II LLC	Dec 15, 2021	$28,565,000	56
CMWA PRIVATE OPPORTUNITIES III LLC (this fund)	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
Neal B Colby	Executive
R Douglas Mc Creery	Executive
Cynthia G Resch	Executive
Dougls J Smorag	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2000 Auburn Drive
Beachwood, OH, 44122