CM Wealth Advisors

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CM Wealth Advisors — overview

Type

Fund of Hedge Funds Manager

Location

Beachwood, OH, US

Alternative Asset Class

HF

Established

1983

Firm Ownership

-

Investment Team Staff

Total Staff

23

About

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 ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds4Diversified

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CM Wealth Advisors - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Chairman, Managing Board & Senior Client AdvisorBeachwood, USHF
Chief Investment OfficerBeachwood, USHF
Senior Director of Investments, Private Capital & MemberBeachwood, USHF
Chief Operating OfficerBeachwood, USHF
Chief Financial Officer, Chief Compliance Officer, Director of Operations & MemberBeachwood, USHF

Showing 5 of 6 known decision makers CM Wealth Advisors

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CM Wealth Advisors - hedge funds managed (5)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
CMWA Capital Appreciation Fund-DiversifiedActive
CMWA Emerging Markets Partnership--Active
CMWA International Small Cap Partnership-DiversifiedLiquidated
CMWA Large Cap Partnership-DiversifiedActive
CMWA Micro Cap Fund-DiversifiedActive

Showing 5 of 5 hedge funds managed by CM Wealth Advisors

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