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| The Cynosure Group
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| CRD # | 281399 |
| SEC # | 801-107042 |
| CIK # | 0001763409, 0000885306 |
| AUM | 9,848.0 M (2026-03-31) |
| Employees | 71 (42% Investors, 0% Brokers) |
| Phone | 801-521-3100 |
| Address | 111 South Main Street Salt Lake City, UT 84111-1929 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Circle Internet Group Inc | 30.5 | ||
| General Electric Co | 16.4 | ||
| Union Pacific Corp | 15.2 | ||
| International Business Machines Corp | 12.1 | ||
| GE Vernova Inc | 9.2 | ||
| United States Oil Fund LP | 8.2 | ||
| Microsoft Corp | 5.2 | ||
| Powershares DB Agriculture Fund | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CP III Decked Co-Investment LLC | [2026-03-31] | 68.1 M | |
| Filed 2025-08-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cynosure Checketts Sports Capital Fund I LP | [2026-03-31] | 77.7 M | |
| Filed 2025-10-07 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Cynosure Investment Partners LLC - 2025 GSS Follow-On | [2026-03-31] | 5.2 M | |
| Offered $7,000,000 · Filed 2025-06-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $7,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Cynosure Partners III Co-Invest - Series B | [2026-03-31] | 55.1 M | |
| Filed 2025-02-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | CP III NSW Co-Investment A LLC | [2025-03-31] | 47.9 M | |
| Filed 2024-10-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CP III NSW Co-Investment B LLC | [2025-03-31] | 27.0 M | |
| Filed 2024-10-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cynosure Fernweh LLC- Class 2024 Wincore | [2025-03-31] | 7.0 M | |
| Offered $60,000,000 · Filed 2024-12-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $60,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Cynosure Investment Partners LLC - 2024 Diversified Income | [2025-03-31] | 56.5 M | 12.8 M |
| Filed 2025-06-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Cynosure Investment Partners LLC - 2024 Real Estate | [2025-03-31] | 42.2 M | 24.7 M |
| Offered $150,000,000 · Filed 2025-06-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $107,810,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Cynosure Investment Partners LLC - 2024 SP | [2025-03-31] | 140.0 M | 66.9 M |
| Offered $140,000,000 · Filed 2024-07-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 76 | 1.6 |
| (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 | 60 | 4.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (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 | 726 | 9.8 |
| By Discretionary | ||
| Discretionary | 726 | 9.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 726 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 726 | 9.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Taylor | Executive Officer | 30 | 3 | |
| Randal Quarles | Director, Executive Officer | 16 | 3 | |
| Keith Taylor | Director, Executive Officer | 10 | 3 | |
| David Checketts | Executive Officer | 4 | 3 | |
| R Taylor | Executive Officer | 28 | 2 | |
| Herbert Scruggs | Director, Executive Officer | 23 | 2 | |
| The Cynosure Group LLC | Director, Executive Officer, Promoter | 23 | 2 | |
| Mark Oligschlaeger | Director, Executive Officer | 18 | 2 | |
| Cynosure Management LLC | Executive Officer, Promoter | 17 | 2 | |
| Andrew Braithwaite | Director, Executive Officer | 14 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000885306] | |
| 10-Q | [0000885306] | |
| 3 | [0000885306] | |
| 4 | [0000885306] | |
| 8-K | [0000885306] | |
| SC 13D | [0000885306] | |
| SC 13G | [0000885306] | |
| 13F-HR | [0001763409] | |
| 4 | [0001763409] | |
| SC 13D | [0001763409] | |
| SC 13G | [0001763409] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 254900IRIPU0510JWC66 |
| Related People Network |
|---|
| 31 people file Form D offerings alongside this firm's people. |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Cynosure Inc CYNO
Restricted Stock Units · derivative
|
2017-03-22 | Disposed to issuer | 1,272 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Grant | 58,176 | ||
|
Cynosure Inc CYNO
Restricted Stock Units · derivative
|
2017-03-22 | Disposed to issuer | 11,088 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Disposed to issuer | 62,893 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Tender | 9,510 | $66.00 | 627,660 |
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Disposed to issuer | 31,610 | ||
|
Cynosure Inc CYNO
Stock Option (right to purchase) · derivative
|
2017-03-22 | Disposed to issuer | 10,648 | ||
|
Cynosure Inc CYNO
Restricted Stock Units · derivative
|
2017-03-22 | Disposed to issuer | 30,172 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Tender | 15,850 | $66.00 | 1,046,100 |
|
Cynosure Inc CYNO
Restricted Stock Units · derivative
|
2017-03-22 | Disposed to issuer | 12,931 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Disposed to issuer | 18,764 | ||
|
Cynosure Inc CYNO
Stock Option (right to purchase) · derivative
|
2017-03-22 | Disposed to issuer | 6,000 | ||
|
Cynosure Inc CYNO
Restricted Stock Units · derivative
|
2017-03-22 | Disposed to issuer | 16,875 | ||
|
Cynosure Inc CYNO
Stock Option (right to purchase) · derivative
|
2017-03-22 | Disposed to issuer | 10,648 | ||
|
Cynosure Inc CYNO
Stock Option (right to purchase) · derivative
|
2017-03-22 | Disposed to issuer | 5,244 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Tender | 18,850 | $66.00 | 1,244,100 |
|
Cynosure Inc CYNO
Stock Option (right to purchase) · derivative
|
2017-03-22 | Disposed to issuer | 5,000 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Grant | 23,180 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Disposed to issuer | 23,180 | ||
|
Cynosure Inc CYNO
Class A Common Stock
|
2017-03-22 | Grant | 31,610 | ||
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
|
CURI Capital LLC
✚
|
IL | 11.58 B |
|
Gerber/Taylor Management LLC
✚
|
TN | 11.42 B |
|
Shepherd Kaplan Krochuk LLC
✚
|
MA | 10.88 B |
|
Tocqueville Asset Management LP
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|
NY | 10.24 B |
|
BMO Family Office LLC
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|
IL | 9,990.0 M |
|
MSA Advisors LLC
✚
|
CA | 9,647.0 M |
|
Battery Global Advisors LLC
✚
|
MA | 8,374.3 M |
|
Chilton Investment Services LLC
✚
|
CT | 8,150.1 M |
|
ICG Advisors LLC
✚
|
CA | 7,923.3 M |
|
Fiduciary Trust International LLC
✚
|
MA | 7,670.6 M |