CM Wealth Private Investment Strategies LLC — Form D
CM Wealth Private Investment Strategies LLC of BEACHWOOD, OH, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-11-13. $10.4M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-11-13
- Form: D
- Accession: 0002044033-24-000002
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $10.4M
- Minimum investment: $100K
- Investors: 21
- Date of first sale: 2024-11-11
- Security types: fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-529301
Issuer
- Name: CM Wealth Private Investment Strategies LLC
- CIK: 0002044033
- Entity type: Limited Liability Company
- Jurisdiction: OHIO
- Incorporated: 2024
- Address: 2000 AUBURN DRIVE, BEACHWOOD, OH, 44122
- Phone: 216-831-9667
Officers, directors & promoters (4)
| Name | Role | Location |
|---|
| Paul A Bodnar | Executive Officer | Beachwood, OH |
| Neal B Colby | Executive Officer | Beachwood, OH |
| Douglas J Smorag | Executive Officer | Beachwood, OH |
| R Douglas McCreery | Executive Officer | Beachwood, OH |
Other filings by this issuer (5)
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