Capital Flow Monitor · Sponsors · CIK 1321086
CMWA Capital Appreciation Fund LLC
2000 AUBURN DRIVE, BEACHWOOD, OH, 44122 · 216-831-9667
Pooled Investment Fund / Other Investment Fund · Limited Liability Company· inc. OHIO true
Fit score
—
Offering
—
Sold
$387.0M
% sold
—
Investors
425
Min investment
$700
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | D ·current | 506(b) | — | $387.0M | — | 425 | EDGAR ↗ |
| 2026-09-08 | D | 506(b) | — | $386.8M | — | 425 | EDGAR ↗ |
| 2026-07-07 | D | 506(b) | — | $386.7M | — | 425 | EDGAR ↗ |
| 2026-05-01 | D | 506(b) | — | $386.1M | — | 424 | EDGAR ↗ |
| 2026-04-07 | D | 506(b) | — | $385.8M | — | 422 | EDGAR ↗ |
| 2026-03-04 | D | 506(b) | — | $385.7M | — | 422 | EDGAR ↗ |
| 2026-02-05 | D | 506(b) | — | $385.7M | — | 421 | EDGAR ↗ |
| 2025-12-03 | D | 506(b) | — | $385.4M | — | 419 | EDGAR ↗ |
| 2025-09-30 | D | 506(b) | — | $385.4M | — | 419 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
R. Douglas McCreery — Executive Officer, Beachwood, OH
5 other raises
- CMWA Small Cap Fund LLC $139.6M of —
- CMWA Mid Cap Partnership LLC $206.0M of —
- CMWA Micro Cap Fund LLC $149.2M of —
- CMWA LARGE CAP PARTNERSHIP LLC $67.6M of —
- CMWA Defensive Strategies Partnership, LLC $68.9M of —
-
Cynthia G. Resch — Executive Officer, Beachwood, OH
7 other raises
- CMWA Small Cap Fund LLC $139.6M of —
- CMWA Mid Cap Partnership LLC $206.0M of —
- CMWA Micro Cap Fund LLC $149.2M of —
- CMWA LARGE CAP PARTNERSHIP LLC $67.6M of —
- CMWA Foreign Developed Partnership LLC $133.8M of —
- CMWA Defensive Strategies Partnership, LLC $68.9M of —
- CMWA EMERGING MARKETS PARTNERSHIP LLC $98.3M of —
-
Douglas J. Smorag — Executive Officer, Beachwood, OH
7 other raises
- CMWA Small Cap Fund LLC $139.6M of —
- CMWA Mid Cap Partnership LLC $206.0M of —
- CMWA Micro Cap Fund LLC $149.2M of —
- CMWA LARGE CAP PARTNERSHIP LLC $67.6M of —
- CMWA Foreign Developed Partnership LLC $133.8M of —
- CMWA Defensive Strategies Partnership, LLC $68.9M of —
- CMWA EMERGING MARKETS PARTNERSHIP LLC $98.3M of —
-
Neal B. Colby — Executive Officer, Beachwood, OH
7 other raises
- CMWA Small Cap Fund LLC $139.6M of —
- CMWA Mid Cap Partnership LLC $206.0M of —
- CMWA Micro Cap Fund LLC $149.2M of —
- CMWA LARGE CAP PARTNERSHIP LLC $67.6M of —
- CMWA Foreign Developed Partnership LLC $133.8M of —
- CMWA Defensive Strategies Partnership, LLC $68.9M of —
- CMWA EMERGING MARKETS PARTNERSHIP LLC $98.3M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.