The CM WEALTH ADVISORS INC. is a privately held investment adviser that advises $3.6Bn in regulatory assets under management held in 3 SEC fund types across 1 investment strategies. CM WEALTH ADVISORS INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 18.45% over the last 5-years.
The Group has been registered with the SEC for 22.81 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2000 AUBURN DRIVE SUITE 400, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 11 investment and 13 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $3.6Bn in assets advised are owned by 30 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $1.79Bn or 49.68% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.55Bn or 43.09% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 30 private funds with $1.55Bn in assets.
The Group discloses advisory fees, fixed fees and management fees.
CM WEALTH ADVISORS INC. names 96 sub-advisers ACCELFOODS PARTNERS, LLC, ACCESS HOLDINGS MANAGEMENT COMPANY LLC, AF VENTURES, ARC70 ADVISERS LP, ARETE WEALTH ADVISORS, LLC, AUDACIOUS MANAGEMENT COMPANY, LLC, AVID VENTURES MANAGEMENT, LLC, AZARIAS CAPITAL MANAGEMENT, L.P., BALMORAL MANAGEMENT II L.P., BRIDGE INVESTMENT GROUP, CF PRIVATE EQUITY, INC., CHARLESBANK CAPITAL PARTNERS, LLC, COLUMBIA CAPITAL, COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC, CONGRESS ASSET MANAGEMENT COMPANY, LLP, CROSS CREEK ADVISORS, LLC, D.F. DENT AND COMPANY, INC., DFJ GROWTH, DIAMOND HILL CAPITAL MANAGEMENT INC, DRAWBRIDGE CAPITAL, EDGEWATER CAPITAL PARTNERS, EDGEWOOD MANAGEMENT LLC, FIKA MANAGEMENT LLC, FORTRESS INVESTMENT GROUP, FRONTENAC, GLASFUNDS, LLC, GLOBAL ATLANTIC PARTNERS, GLOUSTON CAPITAL PARTNERS, LLC, GRANT AVENUE CAPITAL LLC, GREENSPRING ASSOCIATES, LLC, HARBOR GROUP INTERNATIONAL, LLC, HEALTH VELOCITY MGMT LLC, HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC, HYDE PARK VENTURE PARTNERS, INTEGRITY GROWTH PARTNERS, L.P., INVENIRE CAPITAL, LLC, IVY COINVESTMENT BERMUDA, KAYNE ANDERSON CAPITAL ADVISORS LP, KENNEDY CAPITAL MANAGEMENT, KENNEDY-WILSON ADVISERS, INC., KINGSWOOD CAPITAL MANAGEMENT, L.P., KNIGHTSBRIDGE ADVISERS LLC, LATTICEWORK CAPITAL MANAGEMENT LLC, LGVP MANAGEMENT, LLC, LONG PATH PARTNERS, LP, MACQUARIE WEALTH ADVISERS, LLC, MADISON DEARBORN PARTNERS, MADRYN ASSET MANAGEMENT, LP, MEROS INVESTMENT MANAGEMENT, LP, MIDWEST EQUIPMENT SALES/PROVARIANT CO-INVESTED, MONOMOY CAPITAL MANAGEMENT, L.P., MONTICELLOAM, LLC, OLD FARM PARTNERS LP, ORANGEWOOD PARTNERS MANAGEMENT LLC, ORBIMED CAPITAL LLC, PA CAPITAL LLC, PALMER SQUARE CAPITAL MANAGEMENT LLC, PARK STREET CAPITAL ADVISERS, L.L.C., PEPPERTREE PARTNERS, PHOENIX CAPITAL REALTY ADVISORS, LLC, PIONEER SQUARE INVESTMENT ADVISOR, LLC, PLATFORM VENTURES, POMONA CAPITAL, POST CAPITAL PARTNERS, PRIMARY VENTURES, PRIME GROUP HOLDINGS, PROSPECT HILL GROWTH PARTNERS, L.P., PROVARIANT EQUITY PARTNERS, PROVARIANT FF STANISCI LLC, PZENA INVESTMENT MANAGEMENT LLC, QUAD PARTNERS LLC, QUANTINNO CAPITAL MANAGEMENT LP, RA CAPITAL MANAGEMENT, LP, RESILIENCE MANAGEMENT, RIDGEWOOD CAPITAL MANAGEMENT, LLC, RIDGEWOOD INFRASTRUCTURE, ROCKWOOD EQUITY PARTNERS LLC, SAGE RESIDENTIAL MANAGEMENT LLC, SCALE VENTURE PARTNERS, SECTION 32, LLC, SIGULER GUFF ADVISERS LLC, SMART VENT CO-INVESTMENT (PROVARIANT), SOUTHWEST VALUE PARTNERS, STEPSTONE GROUP LP, STERLING CAPITAL MANAGEMENT, THAYER STREET PARTNERS MANAGEMENT, LLC, THE CARLYLE GROUP, THE LONDON COMPANY OF VIRGINIA, THE RIVERSIDE COMPANY, TRIGUARD MANAGEMENT LLC, TRIMER CAPITAL MANAGEMENT LP, UNDERSCORE.VC MANAGEMENT COMPANY, LLC, VALAR VENTURES LLC, WCM INVESTMENT MANAGEMENT, WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P., WORK-BENCH MANAGEMENT, LLC to 28 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.