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CYNOSURE GROUP, LLC
THE CYNOSURE GROUP
CRD 281399 · SEC 801-107042
111 SOUTH MAIN STREET, SUITE 2350, SALT LAKE CITY, UT, 84111-1929, United States
Phone
801-521-3100
Fax
801-883-8086
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.85B
Discretionary AUM
$9.85B
Team
71 total employees; 30 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $1.64B |
| Pooled investment vehicles | 60 | $4.69B |
| Charitable organizations | 11 | $3.44B |
| Other investment advisers | 1 | $82.2M |
States served
CA, DE, IL, KS, MD, MA, NJ, NY, UT, CT, FL
All web addresses on file
- https://www.linkedin.com/company/the-cynosure-group/
- https://cynosurepartners.com/
- https://cynosurecapitalmanagement.com/
- https://cynosurewealthadvisors.com/
- https://cynosurestrategies.co/
- https://www.cynosurecheckettssportcapital.com
- https://Cynosureelevations.com
- https://Cynosurecheckettssportscapital.com
- https://cynosuregroup.com/
Official SEC filing: View on IAPD