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| Happy Holidays!! thanks for using AUM13F!! |
| Cyndeo Wealth Partners LLC
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| CRD # | 307781 |
| SEC # | 801-118839 |
| CIK # | 0001950947 |
| AUM | $2.6 B (2025-07-10) |
| Employees | 26 (58% Investors, 0% Brokers) |
| Phone | 727-472-3700 |
| Address | 200 Central Avenue, 23rd Floor St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 83.5 | ||
| Broadcom Inc | 51.9 | ||
| Amazon Com Inc | 45.1 | ||
| Nvidia Corp | 43.3 | ||
| Apple Inc | 42.7 | ||
| J P Morgan Chase & Co | 28.4 | ||
| Abbott Laboratories | 24.4 | ||
| AbbVie Inc | 24.4 | ||
| Oracle Corp | 23.3 | ||
| Facebook Inc | 22.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cyndeo Income Opportunities LP | [2023-03-31] | 37.9 | 37.9 |
| HF | Cyndeo Income Opportunities LP | 2023-03-27 | 33.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 633 | 0.2 |
| (b) Individuals (high net worth individuals) | 450 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,011 | 2.6 |
| By Discretionary | ||
| Discretionary | 4,011 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,011 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 4,011 | 2.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brendan Lake | 120 | ||
| Cyndeo Wealth Partners LLC | 1 | ||
| PPB CWP IO MGT LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950947] |
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