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 RIA organized as an LLC and registered with the SEC since 2015. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, portfolio management for individuals, businesses and pooled vehicles, and the selection of third-party advisers. Cynosure also operates in sponsor/GP roles and serves as a CPO/CTA, indicating active involvement in pooled investment vehicle formation and management. The firm charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. Cynosure does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 75

Active vs passive

$710M in ETFs

Passive

86%

$612M

Active

14%

$97.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)	BlackRock	Passive	Ultrashort Bond	$114M	1,136,308	16.13%

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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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