Investor · Beachwood, OH
James W. Wert
Open James in the network graph →Filings
369
SEC Form D
Connections
187
co-filers
Capital
$47.3B
across filings
Active
Jan 2014
to Nov 2025
Most-connected co-filers (187)
Douglas J. Smorag · Beachwood, OH360 sharedCynthia G. Koury · Beachwood, OH323 sharedJohn E. Kohl · Beachwood, OH208 sharedWilliam J. O'Neill · Beachwood, OH208 sharedWilliam W. King · Virginia Beach, VA165 sharedDaniel G. Doster · Burlington, KY139 sharedTroy D. Barrow · Bayport, MN139 sharedRonald A. Williams · Lake Forest, IL128 sharedMichael A. Mouron · Birmingham, AL119 sharedDavid J. Kelly · Virginia Beach, VA104 sharedVadim A. Kokhnovitch · Chapel Hill, NC100 sharedDavid Patterson · Long Island City, NY100 sharedLMR Partners (Offshore) Ltd · Grand Cayman, Cayman Islands98 sharedBenjamin S. Abram · Durham, NC98 sharedGeorge J. Rice, Jr · Burlington, KY97 sharedPeter J. Clements · Bayport, MN97 sharedAndrew A. Fox · Chapel Hill, NC94 sharedDan P. Borgen · Houston, TX94 sharedNeal B. Colby · Beachwood, OH79 sharedMark Eberle · Grand Cayman, Cayman Islands77 sharedBenjamin Levine · Grand Cayman, Cayman Islands77 sharedPeter A. Calatozzo · New York, NY70 sharedLandon T. Clay · Providence, RI49 sharedCynthia G. Resch · Beachwood, OH42 shared
Recent filings (369)
CMWA Foreign Developed Partnership LLCNov 2025 · 6 co-filersCMWA EMERGING MARKETS PARTNERSHIP LLCSep 2025 · 6 co-filersCMWA Foreign Developed Partnership LLCSep 2025 · 6 co-filersCMWA Foreign Developed Partnership LLCAug 2025 · 6 co-filersCMWA Foreign Developed Partnership LLCJul 2025 · 6 co-filersCMWA Foreign Developed Partnership LLCApr 2025 · 6 co-filersCMWA Foreign Developed Partnership LLCFeb 2025 · 6 co-filersCMWA Foreign Developed Partnership LLCDec 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCNov 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCOct 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCSep 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCSep 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCJul 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCJul 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCJul 2023 · 6 co-filersCMWA Foreign Developed Partnership LLCJun 2023 · 6 co-filersCMWA Private Opportunities II LLCDec 2021 · 14 co-filers$50.0MCMWA Private Equity 2021 LLCDec 2021 · 14 co-filers$50.0MCMWA Foreign Developed Partnership LLCNov 2021 · 6 co-filersCMWA Private Equity 2021 LLCJul 2021 · 14 co-filers$50.0MCMWA Private Opportunities II LLCJul 2021 · 14 co-filers$50.0MCMWA Capital Appreciation Fund LLCJul 2021 · 6 co-filersCMWA International Small Cap Partnership LLCJul 2021 · 6 co-filersCMWA Micro Cap Fund LLCJul 2021 · 6 co-filersCMWA LARGE CAP PARTNERSHIP LLCJul 2021 · 6 co-filers
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See James in the interactive graph →