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| Happy Holidays!! thanks for using AUM13F!! |
| The Cynosure Group
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| CRD # | 281399 |
| SEC # | 801-107042 |
| CIK # | 0001763409, 0000885306 |
| AUM | $6.6 B (2025-03-31) |
| Employees | 43 (70% Investors, 0% Brokers) |
| Phone | 801-521-3100 |
| Address | 111 South Main Street Salt Lake City, UT 84111-1929 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 16.0 | ||
| Union Pacific Corp | 14.8 | ||
| International Business Machines Corp | 14.7 | ||
| SPDR Gold Trust | 14.3 | ||
| Coinbase Global Inc | 10.8 | ||
| GE Vernova Inc | 7.0 | ||
| Workday Inc | 5.9 | ||
| Klaviyo Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 61 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 56 | 4.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 719 | 6.6 |
| By Discretionary | ||
| Discretionary | 719 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 719 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 6.2 | |
| Total | 719 | 6.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Richard Taylor | 28 | |||
| Randal Quarles | 10 | |||
| R Taylor | 28 | |||
| Herbert Scruggs | 19 | |||
| Mark Oligschlaeger | 18 | |||
| The Cynosure Group LLC | 17 | |||
| Cynosure Management LLC | 17 | |||
| Matt Johnson | 12 | |||
| Andrew Braithwaite | 12 | |||
| Keith Taylor | 9 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000885306] | |
| 10-Q | [0000885306] | |
| 3 | [0000885306] | |
| 4 | [0000885306] | |
| 8-K | [0000885306] | |
| SC 13D | [0000885306] | |
| SC 13G | [0000885306] | |
| 13F-HR | [0001763409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bear Creek Asset Management LLC
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|
CO | 7.5 |
|
Battery Global Advisors LLC
✚
|
MA | 6.9 |
|
The Bollard Group LLC
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|
MA | 6.8 |
|
EJF Capital LLC
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|
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
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|
VA | 5.4 |