CMS FUND ADVISERS, LLC
CRD #154682 SEC #801-71900 WYNNEWOOD, PA 610-896-3000
SEC Registered Private Funds
Total AUM
$814.3K
Discretionary
$814.3K
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $814.3K | $814.3K | $0 | 4 | 0 |
| Mar 2025 | $846.1K | $846.1K | $0 | 4 | 0 |
| Jun 2024 | $5.8M | $5.8M | $0 | 5 | 0 |
| Mar 2024 | $5.9M | $5.9M | $0 | 5 | 0 |
| Oct 2023 | $14.8M | $14.8M | $0 | 6 | 0 |
| Apr 2023 | $14.8M | $14.8M | $0 | 6 | 0 |
| Mar 2023 | $13.6M | $13.6M | $0 | 6 | 0 |
| Mar 2022 | $51.6M | $51.6M | $0 | 6 | 0 |
| Feb 2022 | $71.7M | $71.7M | $0 | 7 | 0 |
| Sep 2021 | $71.7M | $71.7M | $0 | 7 | 0 |
| May 2021 | $459.2K | $0 | $459.2K | 7 | 12 |
| Apr 2021 | $459.2K | $0 | $459.2K | 7 | 12 |
| Mar 2021 | $459.2K | $0 | $459.2K | 7 | 12 |
| Mar 2020 | $6.2M | $0 | $6.2M | 7 | 17 |
| Mar 2019 | $6M | $0 | $6M | 7 | 18 |
| Apr 2018 | $5.8M | $0 | $5.8M | 7 | 20 |
| Mar 2018 | $8.7M | $0 | $8.7M | 7 | 22 |
| Jun 2017 | $9.9M | $0 | $9.9M | 7 | 26 |
| Mar 2017 | $9.9M | $0 | $9.9M | 7 | 26 |
| May 2016 | $19.1M | $0 | $19.1M | 7 | 26 |
| May 2016 | $19.1M | $0 | $19.1M | 7 | 26 |
| Mar 2016 | $20.8M | $0 | $20.8M | 7 | 26 |
| Apr 2015 | $36.8M | $0 | $36.8M | 7 | 26 |
| Mar 2015 | $37.2M | $0 | $37.2M | 7 | 26 |
| Dec 2014 | $51.2M | $0 | $51.2M | 6 | 26 |
| Sep 2014 | $51.2M | $0 | $51.2M | 6 | 26 |
| May 2014 | $51.2M | $0 | $51.2M | 6 | 26 |
| Mar 2014 | $52.4M | $0 | $52.4M | 6 | 26 |
| May 2013 | $103.6M | $0 | $103.6M | 9 | 11 |
| Mar 2013 | $102.1M | $0 | $102.1M | 9 | 11 |
| Oct 2012 | $141.4M | $0 | $141.4M | 11 | 26 |
| Mar 2012 | $141.4M | $0 | $141.4M | 11 | 26 |
| Jan 2012 | $158.6M | $0 | $158.6M | 11 | 26 |
| Mar 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Oct 2010 | $1.3B | $0 | $1.3B | -- | -- |
DateApr 2025
Total AUM$814.3K
Discretionary$814.3K
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$846.1K
Discretionary$846.1K
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$5.9M
Discretionary$5.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$14.8M
Discretionary$14.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$13.6M
Discretionary$13.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$459.2K
Discretionary$0
Non-Disc.$459.2K
Employees7
Clients12
DateApr 2021
Total AUM$459.2K
Discretionary$0
Non-Disc.$459.2K
Employees7
Clients12
DateMar 2021
Total AUM$459.2K
Discretionary$0
Non-Disc.$459.2K
Employees7
Clients12
DateMar 2020
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees7
Clients17
DateMar 2019
Total AUM$6M
Discretionary$0
Non-Disc.$6M
Employees7
Clients18
DateApr 2018
Total AUM$5.8M
Discretionary$0
Non-Disc.$5.8M
Employees7
Clients20
DateMar 2018
Total AUM$8.7M
Discretionary$0
Non-Disc.$8.7M
Employees7
Clients22
DateJun 2017
Total AUM$9.9M
Discretionary$0
Non-Disc.$9.9M
Employees7
Clients26
DateMar 2017
Total AUM$9.9M
Discretionary$0
Non-Disc.$9.9M
Employees7
Clients26
DateMay 2016
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees7
Clients26
DateMay 2016
Total AUM$19.1M
Discretionary$0
Non-Disc.$19.1M
Employees7
Clients26
DateMar 2016
Total AUM$20.8M
Discretionary$0
Non-Disc.$20.8M
Employees7
Clients26
DateApr 2015
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees7
Clients26
DateMar 2015
Total AUM$37.2M
Discretionary$0
Non-Disc.$37.2M
Employees7
Clients26
DateDec 2014
Total AUM$51.2M
Discretionary$0
Non-Disc.$51.2M
Employees6
Clients26
DateSep 2014
Total AUM$51.2M
Discretionary$0
Non-Disc.$51.2M
Employees6
Clients26
DateMay 2014
Total AUM$51.2M
Discretionary$0
Non-Disc.$51.2M
Employees6
Clients26
DateMar 2014
Total AUM$52.4M
Discretionary$0
Non-Disc.$52.4M
Employees6
Clients26
DateMay 2013
Total AUM$103.6M
Discretionary$0
Non-Disc.$103.6M
Employees9
Clients11
DateMar 2013
Total AUM$102.1M
Discretionary$0
Non-Disc.$102.1M
Employees9
Clients11
DateOct 2012
Total AUM$141.4M
Discretionary$0
Non-Disc.$141.4M
Employees11
Clients26
DateMar 2012
Total AUM$141.4M
Discretionary$0
Non-Disc.$141.4M
Employees11
Clients26
DateJan 2012
Total AUM$158.6M
Discretionary$0
Non-Disc.$158.6M
Employees11
Clients26
DateMar 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateOct 2010
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees--
Clients--