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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Beachwood, OH

Cm Wealth Advisors

$3.4B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($273.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Private Credit, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$273.1M
Total AUM: $3.4B
Median Disclosed Amount
$16.8M
Range: $5.0M – $22.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cm Wealth Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
HighVista Private Equity XI LPAdviser 7.B Vehicle Private Equity 2025
$14.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hildred Equity Partners IIAdviser 7.B Vehicle Buyout 2025
$12.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lone Star Fund X (U.S), LPAdviser 7.B Vehicle Buyout 2025
$18.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Highbridge Tactical Credit Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$18.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
High Alpha Capital IVAdviser 7.B Vehicle Venture Capital 2024
$18.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cm Wealth Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cm Wealth Advisors (Family Office / MFO, $3.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $61.8M Unallocated Target Bandwidth). SEC Form ADV (801-62376, CRD #119467) verified $3.43B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cm Wealth Advisors

635 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cm Wealth Advisors (18 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

FEG Investment Advisors

OCIO / Wealth RIA Cincinnati, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
HighVista Private Equity XI LP (2025 Vintage)
Cm Wealth Advisors: $14.0M · SEC Form ADV 7.B
FEG Investment Advisors: $104.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hildred Equity Partners II (2025 Vintage) · Highbridge Tactical Credit Fund LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

United Capital Financial Advisors

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hildred Equity Partners II (2025 Vintage)
Cm Wealth Advisors: $12.2M · SEC Form ADV 7.B
United Capital Financial Advisors: $128.8M · SEC Form ADV 7.B

Additional shared vehicles: HighVista Private Equity XI LP (2025 Vintage) · Highbridge Tactical Credit Fund LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Porto Portugal Bucksport Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Highbridge Tactical Credit Fund LP (2024 Vintage)
Cm Wealth Advisors: $18.0M · SEC Form ADV 7.B
Porto Portugal Bucksport Sovereign Strategic Investment Fund: $38.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: HighVista Private Equity XI LP (2025 Vintage) · Hildred Equity Partners II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+632 Additional Institutional LPs Report Shared Vehicles with Cm Wealth Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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You are viewing 5 open public preview records (out of 18 total tracked records for Cm Wealth Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (635 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Cm Wealth Advisors

Buyout LPs →Venture Capital LPs →Growth Equity LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: Cm Wealth Advisors

What type of institutional allocator is Cm Wealth Advisors and what is their typical disclosed ticket size?

Cm Wealth Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Beachwood, OH). Across 18 historical disclosure records tracked on Prilago ($273.1M total parsed USD across disclosed rows), the median disclosed amount is $16.8M (range: $5.0M to $22.7M).

Which private-market strategies appear in Cm Wealth Advisors's public disclosures?

Cm Wealth Advisors has disclosed records across Buyout, Venture Capital, Growth Equity, Private Credit, Real Estate. Open preview records include HighVista Private Equity XI LP (2025 Vintage), Hildred Equity Partners II (2025 Vintage), Lone Star Fund X (U.S), LP (2025 Vintage), Highbridge Tactical Credit Fund LP (2024 Vintage).

How are Cm Wealth Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Cm Wealth Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cm Wealth Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cm-wealth-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cm Wealth Advisors?

In Prilago's bilateral commitment graph, Cm Wealth Advisors shares resolved underlying fund vehicles with 635 institutional LPs across 18 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include FEG Investment Advisors (6 shared vehicles, e.g. HighVista Private Equity XI LP (2025 Vintage)), United Capital Financial Advisors (6 shared vehicles, e.g. Hildred Equity Partners II (2025 Vintage)), Porto Portugal Bucksport Sovereign Strategic Investment Fund (6 shared vehicles, e.g. Highbridge Tactical Credit Fund LP (2024 Vintage)).

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