|
⚲
|
| Keyboard |
| Cyndeo Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 307781 |
| SEC # | 801-118839 |
| CIK # | 0001950947 |
| AUM | 3.2 B (2026-06-12) |
| Employees | 28 (96% Investors, 0% Brokers) |
| Phone | 727-472-3700 |
| Address | 300 1st Avenue South, 3rd Floor St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001950947 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 71.3 | ||
| Apple Inc | 57.3 | ||
| Nvidia Corp | 55.0 | ||
| Broadcom Inc | 52.6 | ||
| Amazon Com Inc | 40.7 | ||
| AbbVie Inc | 29.8 | ||
| Alphabet Inc | 29.1 | ||
| J P Morgan Chase & Co | 22.8 | ||
| iShares Comex Gold Trust | 21.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 20.4 | ||
| Sprott Physical Gold Trust | 20.0 | ||
| Johnson & Johnson | 19.9 | ||
| Facebook Inc | 19.0 | ||
| TJX Companies Inc /DE/ | 18.0 | ||
| Oracle Corp | 16.8 | ||
| Abbott Laboratories | 16.7 | ||
| Lilly Eli & Co | 16.5 | ||
| United Technologies Corp /DE/ | 15.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Cyndeo Income Opportunities LP | [2023-03-31] | 39.0 M | |
| HF | Cyndeo Income Opportunities LP | 2023-03-27 | 33.5 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 644 | 0.2 |
| (b) Individuals (high net worth individuals) | 575 | 2.9 |
| (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 | 5,330 | 3.2 |
| By Discretionary | ||
| Discretionary | 5,330 | 3.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,330 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 5,330 | 3.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brendan Lake | 138 | 19 | ||
| Cyndeo Wealth Partners LLC | 1 | 1 | ||
| PPB CWP IO MGT LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950947] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cohen Klingenstein LLC
✚
|
NY | 3.4 B |
|
SBB Research Group LLC
✚
|
IL | 3.3 B |
|
Staley Capital Advisers Inc
✚
|
PA | 3.1 B |
|
Eagle Global Advisors LLC
✚
|
TX | 3.1 B |
|
Oakmont Capital Management LLC
✚
|
PA | 3.1 B |
|
Paradigm Global Investors LLC
✚
|
TX | 3.0 B |
|
Elm Partners Management LLC
✚
|
PA | 3.0 B |
|
Acorn Advisory Capital LP
✚
|
NY | 3.0 B |
|
Hudson Edge Investment Partners Inc
✚
|
NJ | 2.9 B |
|
Fort Point Capital Partners LLC
✚
|
CA | 2.9 B |