CM Wealth Advisors Fund Manager Profile

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Type

Fund of Hedge Funds Manager

Location

Beachwood OH US

Alternative Asset Classes

Established

1983

Firm Ownership

Investment Team Staff

Total Staff

Established in 1983, CM Wealth Advisors is an Ohio-based fund of hedge funds management firm. The firm was founded by William J. O’Neill, Jr. as a single-family office.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	4			Diversified

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6 Known Decision Makers

Position	Location	Asset Class
Chairman, Managing Board & Senior Client Advisor	Beachwood, US	HF
Chief Financial Officer, Chief Compliance Officer, Director of Operations & Member	Beachwood, US	HF
Chief Investment Officer	Beachwood, US	HF
Senior Director of Investments, Private Capital & Member	Beachwood, US	HF
Chief Operating Officer	Beachwood, US	HF

Showing 5 of 6 known decision makers at CM Wealth Advisors

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5 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
				Active
			Diversified	Liquidated
			Diversified	Active
			Diversified	Active
			Diversified	Active

Showing 5 of 5 hedge funds managed by CM Wealth Advisors