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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 | $33.2M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Sep 10, 2024 | $33.2M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Mar 30, 2024 | $33.2M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Feb 9, 2024 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Jan 19, 2024 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Nov 2, 2023 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Jul 6, 2023 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Jun 1, 2023 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Apr 12, 2023 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Apr 10, 2023 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Mar 31, 2023 | $28.9M | 24 | $2,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC - CLASS P |
| Jan 25, 2023 | $28.5M | 24 | $200,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC |
| Oct 28, 2022 | $28.5M | 24 | $200,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC |
| Mar 31, 2022 | $28.5M | 24 | $200,000 | 6200.0% | yes | CYNOSURE WEALTH PARTNERS, LLC |
| Sep 3, 2021 | $15.6M | 24 | $200,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Aug 6, 2021 | $15.6M | 24 | $200,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Mar 3, 2021 | $15.6M | 24 | $200,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Feb 1, 2021 | $15.3M | 24 | $1,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Sep 30, 2020 | $15.3M | 24 | $1,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Jun 25, 2020 | $15.5M | 24 | $1,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Mar 31, 2020 | $14.6M | 24 | $1,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Jan 31, 2020 | $13.8M | 24 | $1,000 | 6200.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Jun 29, 2019 | $13.5M | 20 | $1,000 | 5600.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Mar 29, 2019 | $7.9M | 20 | $1,000 | 5600.0% | yes | CYNOSURE SAVANT HOLDINGS, LLC - CLASS P |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| ZIONS BANK | ZIONS BANCORPORATION, N.A. | SALT LAKE CITY | Utah | United States | no | n/a |