Cynosure Group, LLC

RIASEC Registered

Total AUM

$9.8B

Discretionary

$9.8B

100% of AUM

Avg account

$13.6M

Accounts

726

Employees

Advisory reps

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 that registered with the SEC in 2015. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its business mix includes portfolio management across individual and pooled vehicles, financial planning, selection of external managers, and sponsor/GP roles for pooled investment vehicles. Cynosure also lists CPO/CTA activities among its business operations. Fee arrangements vary by client and strategy and include asset-based fees, fixed fees, and performance-based fee structures. The firm does not identify as an active ESG investor.