# 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)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-12-17](https://search.stillhousedata.com/formd/0002044033-25-000005) | D | — | $2.5M |
| [2025-09-18](https://search.stillhousedata.com/formd/0002044033-25-000004) | D | — | $7.9M |
| [2025-09-02](https://search.stillhousedata.com/formd/0002044033-25-000002) | D | — | $7.9M |
| [2025-04-09](https://search.stillhousedata.com/formd/0002044033-25-000001) | D | — | $2.5M |
| [2024-12-20](https://search.stillhousedata.com/formd/0002044033-24-000003) | D | — | $3.4M |

## More

- [CIK 2044033 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2044033&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002044033-24-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.