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 SEC-registered investment adviser organized as an LLC and active since 2015. The firm functions as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning plus portfolio management for individuals, businesses, and pooled investment vehicles. It also performs manager selection and acts in sponsor/GP and CPO/CTA roles for pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Cynosure does not identify as an active ESG investor.

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

    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

    PresidentCRD 5997192

  • Todd Connolly

    Experience AnalystCRD 7097312

  • 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

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$710M in ETFs

Passive

86%

$612M

Active

14%

$97.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$114M1,136,30816.13%
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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