|
⚲
|
| Keyboard |
| Cynosure Investment Partners LLC | |
|---|---|
| Firm | |
| Fund # | |
| CIK # | 0001746669 |
| Sale | |
| Fund | Other Private Fund |
| Phone | 8015213100 |
| Address | 111 South Main Street, Suite 2350 Salt Lake City, UT 84111 |
| Source | [EDGAR] |
| Fund AUM and Sold ($) |
|---|
| Fund Details | |
|---|---|
| Director | |
| Custodian | |
| Auditor | |
| Marketer | |
| Broker | |
| Jurisdiction |
| Form D Offering | |
|---|---|
| Filed | 2026-06-26 (D) |
| Exemption | 506(b), 3(c), 3(c)(7) |
| Remaining | $200,000,000 |
| Duration | One year or less |
| Net Assets | Decline to Disclose |
| Directors | Role | 2011 - 2026 |
|---|---|---|
| Mark Siddoway | Executive Officer | |
| The Cynosure Group LLC | Executive Officer |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southern Utah Wealth Navigation LLC
✚
|
UT | |
|
Intermountain Finacial Institutional Services Inc
✚
|
UT | |
|
Yorke Capital Management LLC
✚
|
UT | |
|
Bob Aamodt Inc
✚
|
UT | |
|
Pelion Inc
✚
|
UT | |
|
Vantage Point Advisors LLC
✚
|
UT | |
|
Legacy Planning Group
✚
|
UT | |
|
Premier Financial Strategies Inc
✚
|
UT | |
|
RJR Investment Service LLC
✚
|
UT | |
|
Foresee Management LLC
✚
|
UT |