Form D · Private Equity Fund

CMWA Private Opportunities IV LLC

Beachwood, OH · CIK 0002070637

Offering snapshot reported Dec 17, 2025 · SEC filing

Reported sold: $46M
Investors reported: 94
Minimum accepted: $100K
First sale: Apr 30, 2025

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 17, 2025	Initial	$46,020,000	No comparison	94	SEC filing
Jul 18, 2025	Initial	$29,655,000	No comparison	55	SEC filing
May 28, 2025	Initial	$12,920,000	No comparison	32	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: 021-567123

Source: Form D, filed Dec 17, 2025. 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 IV

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value: $46.3M
Beneficial owners: 97
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 805-6637763179

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	Jan 3, 2024	$45,280,000	103
CMWA Private Opportunities IV LLC (this fund)	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
Paul A Bodnar	Executive
Neal B Colby	Executive
R Douglas Mc Creery	Executive
Douglas J Smorag	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2000 Suite 400
Beachwood, OH, 44122