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advised by CYNOSURE GROUP, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Dec 20, 2024 | $82.5M | 29 | $1,000 | 6500.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Sep 10, 2024 | $82.5M | 29 | $1,000 | 6500.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Mar 30, 2024 | $82.5M | 29 | $1,000 | 6500.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Feb 9, 2024 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Jan 19, 2024 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Nov 2, 2023 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Jul 6, 2023 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Jun 1, 2023 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Apr 12, 2023 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Apr 10, 2023 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Mar 31, 2023 | $60.0M | 27 | $1,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Jan 25, 2023 | $54.9M | 24 | $250,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Oct 28, 2022 | $54.9M | 24 | $250,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Mar 31, 2022 | $54.9M | 24 | $250,000 | 6700.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 |
| Sep 3, 2021 | $31.6M | 24 | $250,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Aug 6, 2021 | $31.6M | 24 | $250,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Mar 3, 2021 | $31.6M | 24 | $250,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Feb 1, 2021 | $28.4M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Sep 30, 2020 | $28.4M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Jun 25, 2020 | $28.4M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Mar 31, 2020 | $29.4M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Jan 31, 2020 | $26.9M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Jun 29, 2019 | $25.5M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Mar 29, 2019 | $25.5M | 24 | $1,000 | 6700.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASSES SC-1 AND SC-2 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| WELLS FARGO | WELLS FARGO BANK, N.A. | SALT LAKE CITY | Utah | United States | no | n/a |