Cynosure Group, LLC

RIASEC RegisteredEst. 2015
Total AUM
$9.8B
Discretionary
$9.8B
100% of AUM
Avg account
$13.6M
Accounts
726
Employees
71
Advisory reps
25

Firm details

Headquarters
Salt Lake City , Utah
CRD number
281399
Registered since
December 14, 2015
Website
cynosuregroup.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles47.57%
  • Charitable Organizations34.94%
  • HNWI16.66%
  • Other Investment Advisers0.83%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cynosure Group, LLC is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2015. The firm serves both individual/family and institutional clients and acts as a capital allocator and sponsor/manager of pooled vehicles. Its advisory services include financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, and it also provides selection-of-other-advisers services. Cynosure charges a mix of percentage-of-AUM, fixed, and performance-based fees and is active as a CPO/CTA. The firm is not identified as an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 49%, Exchange Traded Equities 23%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 7%, US Government Bonds 3%, State & Local Bonds 1%49%
  • Private Funds49%
  • Exchange Traded Equities23%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents7%
  • US Government Bonds3%

Owners & executives

3 of 4
  • Richard Lee

    Richard Lee

    Chief Financial OfficerCRD 7298677

  • Emily Marva Wallace

    Chief Compliance OfficerCRD 2907137

  • Alyson Paxman

    Chief Administration OfficerCRD 5812995

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Contacts

3 of 21
  • Mark Siddoway

    Mark Siddoway

    PresidentCRD 5997192

  • Todd Connolly

    Todd Connolly

    Experience AnalystCRD 7097312

  • Zachry Allan

    Zachry Allan

    Senior AnalystCRD 7655253

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$508M in ETFs

Passive

90%

$458M

Active

10%

$49.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$76.4M758,22915.05%
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Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
111 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth