0002044033-24-000003.txt : 20241220 0002044033-24-000003.hdr.sgml : 20241220 20241220094726 ACCESSION NUMBER: 0002044033-24-000003 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20241220 DATE AS OF CHANGE: 20241220 EFFECTIVENESS DATE: 20241220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CM Wealth Private Investment Strategies LLC CENTRAL INDEX KEY: 0002044033 ORGANIZATION NAME: IRS NUMBER: 331408448 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-532865 FILM NUMBER: 241565511 BUSINESS ADDRESS: STREET 1: 2000 AUBURN DRIVE STREET 2: SUITE 400 CITY: BEACHWOOD STATE: OH ZIP: 44122 BUSINESS PHONE: 216-831-9667 MAIL ADDRESS: STREET 1: 2000 AUBURN DRIVE STREET 2: SUITE 400 CITY: BEACHWOOD STATE: OH ZIP: 44122 D 1 primary_doc.xml X0708 D LIVE 0002044033 CM Wealth Private Investment Strategies LLC 2000 AUBURN DRIVE SUITE 400 BEACHWOOD OH OHIO 44122 216-831-9667 OHIO None None Limited Liability Company true 2024 R Douglas McCreery 2000 Auburn Drive Suite 400 Beachwood OH OHIO 44122 Executive Officer Paul A Bodnar 2000 Auburn Drive Suite 400 Beachwood OH OHIO 44122 Executive Officer Douglas J Smorag 2000 Auburn Drive Suite 400 Beachwood OH OHIO 44122 Executive Officer Neal B Colby 2000 Auburn Drive Suite 400 Beachwood OH OHIO 44122 Executive Officer Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.1 false 2024-12-11 true true false 100000 Indefinite 3400000 Indefinite false 33 0 0 0 false CM Wealth Private Investment Strategies LLC Neal B. Colby Neal B. Colby Chief Compliance Officer 2024-12-20