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THE CYNOSURE GROUP

dba CYNOSURE GROUP, LLC · CRD 281399 · Registered Investment Adviser

Custody via related personManages private funds

THE CYNOSURE GROUP is a Registered Investment Adviser headquartered in SALT LAKE CITY, UT. The firm reports $9,847,984,409 in regulatory assets under management across 726 accounts, and manages 60 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$9,847,984,409
Non-discretionary$0
Total RAUM$9,847,984,409
Accounts726

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 281399. adviserinfo.sec.gov/firm/summary/281399.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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