CM Wealth Private Investment Strategies LLC
CM Wealth Private Investment Strategies LLC is a private equity fund based in Beachwood, Ohio. According to its most recent Form D, filed Dec 17, 2025, it has sold $2,500,000 of interests to 27 investors since its first sale in Dec 2025. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Paul Bodnar; Neal Colby; Douglas Smorag.
- Total raised
- $2,500,000Cumulative sales reported on Form D
- Investors
- 27
- First sale
- Dec 12, 2025
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Paul Bodnar; Neal Colby; Douglas Smorag
- Latest Form D
- Dec 17, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about CM Wealth Private Investment Strategies LLC
What is the minimum investment for CM Wealth Private Investment Strategies LLC?
According to its latest Form D, filed Dec 17, 2025, the minimum investment CM Wealth Private Investment Strategies LLC accepts from an outside investor is $100,000.
Who can invest in CM Wealth Private Investment Strategies LLC?
CM Wealth Private Investment Strategies LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has CM Wealth Private Investment Strategies LLC raised?
CM Wealth Private Investment Strategies LLC reports $2,500,000 sold from 27 investors on its Form D filed Dec 17, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is CM Wealth Private Investment Strategies LLC based?
CM Wealth Private Investment Strategies LLC is based in Beachwood, Ohio and is managed by CM Wealth Advisors LLC.
When did CM Wealth Private Investment Strategies LLC launch?
CM Wealth Private Investment Strategies LLC reports its first sale in Dec 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 37% of the 73 private equity funds based in Ohio, and more than 28% of all 9,142 that report sales.