The Cynosure Group

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The Cynosure Group
CRD #281399
SEC #801-107042
CIK #0001763409, 0000885306
AUM $6.6 B (2025-03-31)
Employees 43 (70% Investors, 0% Brokers)
Phone801-521-3100
Address111 South Main Street
Salt Lake City, UT 84111-1929
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.02011201620212026
Sector Form 13F Holdings Value ($M)
General Electric Co 16.0
Union Pacific Corp 14.8
International Business Machines Corp 14.7
SPDR Gold Trust 14.3
Coinbase Global Inc 10.8
GE Vernova Inc 7.0
Workday Inc 5.9
Klaviyo Inc 4.8
J P Morgan Chase & Co 4.6
Microsoft Corp 4.5
View All
Holdings by Sector ($M)
90072054036018002018202020232026
Type Form D Funds Date Sold ($M) AUM ($M)
PE CP III NSW Co-Investment A LLC [2025-03-31] 0.0 33.7
PE CP III NSW Co-Investment B LLC [2025-03-31] 0.0 18.9
PE Cynosure Fernweh LLC- Class 2024 Wincore [2025-03-31] 0.0 5.2
Other Cynosure Investment Partners LLC - 2024 Diversified Income [2025-03-31] 56.5 5.0
RE Cynosure Investment Partners LLC - 2024 Real Estate [2025-03-31] 42.2 5.5
Other Cynosure Investment Partners LLC - 2024 SP [2025-03-31] 140.0 78.9
Other Cynosure Investment Partners LLC - 2024 SP-2 [2025-03-31] 73.0 49.5
VC Cynosure Investment Partners LLC - 2024 Venture [2025-03-31] 46.4 0.0
Other Cynosure Investment Partners LLC - Sconset [2025-03-31] 30.0 29.2
PE Cynosure Partners III Offshore LP [2025-03-31] 99.5 62.5
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 61 1.3
(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 56 4.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 10 1.3
(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 0 0.0
(n) Other 0 0.0
Total 719 6.6
By Discretionary
Discretionary 719 6.6
Non-Discretionary 0 0.0
Total 719 6.6
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 6.2
Total 719 6.6
Form D Directors # Filings # Firms 2011 - 2025
Richard Taylor 28
Randal Quarles 10
R Taylor 28
Herbert Scruggs 19
Mark Oligschlaeger 18
The Cynosure Group LLC 17
Cynosure Management LLC 17
Matt Johnson 12
Andrew Braithwaite 12
Keith Taylor 9
View All
EDGAR Form CIK 2011 - 2025
10-K [0000885306]
10-Q [0000885306]
3 [0000885306]
4 [0000885306]
8-K [0000885306]
SC 13D [0000885306]
SC 13G [0000885306]
13F-HR [0001763409]
Form 13D/13G Filer Form 13D/13G Subject Filed
Division of Investment Department of the Treasury State of New Jersey Cynosure Inc [2017-02-24]
Vanguard Group Inc Cynosure Inc [2017-02-09]
Dimensional Fund Advisors LP Cynosure Inc [2017-02-09]
Division of Investment Department of the Treasury State of New Jersey Cynosure Inc [2017-01-18]
Broadwood Partners LP Cynosure Inc [2016-11-14]
Point72 Asset Management LP Cynosure Inc [2016-04-26]
TimesSquare Capital Management LLC Cynosure Inc [2015-02-11]
BlackRock Inc Cynosure Inc [2014-01-28]
Wells Fargo & Company/MN Cynosure Inc [2014-01-27]
Cynosure Inc Palomar Medical Technologies Inc [2013-03-21]
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Form 3/4/5 Subject 2011 - 2025
Cynosure Inc
Barefoot Brian M
Delaney Douglas J
Biagioni Ettore V
Flannery William O.
Hatsopoulos Marina
Robinson Thomas H
Davin Michael R
Webber Stephen J.
Baker Timothy W
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Comparable Firms State AUM ($B)
Bear Creek Asset Management LLC
CO 7.5
Battery Global Advisors LLC
MA 6.9
The Bollard Group LLC
MA 6.8
EJF Capital LLC
VA 6.5
Stamos Capital Partners LP
CA 6.5
Fiduciary Trust International LLC
MA 6.3
Geller Advisors LLC
NY 5.9
Beck Mack & Oliver LLC
NY 5.9
Miller Investment Management LP
PA 5.7
Lowe Brockenbrough & Company Inc
VA 5.4
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