Search
⚲

Type	Result	AUM

Cyndeo Income Opportunities LP
Firm	Cyndeo Wealth Partners LLC ✚
Fund #	805-8844072140
CIK #	0001938578
Sale	2022-10-20 (37.9 M Sold)
Fund	Other Private Fund
Phone	4842784017
Address	c/o Ppb Cwp Io Mgt LLC West Conshohocken, Pennsylvania 19428
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	PPB CWP IO MGT LLC
Custodian	TD Bank
Auditor	Deloitte US, Spicer Jeffries LLP, Deloitte
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2025-03-18 (D/A)
Exemption	506(b), 3(c), 3(c)(1)
Minimum	$250,000
Remaining	Indefinite
Duration	More than one year
Net Assets	Decline to Disclose
Investors	67

Directors	Role	2011 - 2026
Ppb Cwp Io Mgt LLC	Executive Officer
Cyndeo Wealth Partners LLC	Executive Officer
Brendan Lake	Executive Officer

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 218377755, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

327894713