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THE CYNOSURE GROUP, CRD 281399
SALT LAKE CITY, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ANDREW ROBERT BRAITHWAITE | n/a | New York, NY | SALT LAKE CITY, UT | 3 | 16 | 1 | no |
| CHRISTOPHER HAL NEDDO | Chartered Financial Analyst | SALT LAKE CITY, UT | 3 | 28 | 3 | no |
| ZACHARY DAVID LARKIN | n/a | SALT LAKE CITY, UT | 3 | 16 | 3 | no |
| DAVID REED HUNTER | n/a | SALT LAKE CITY, UT | 3 | 23 | 4 | no |
| DANIEL KENNETH ANDERSON | Chartered Financial Analyst | SALT LAKE CITY, UT | 3 | 22 | 1 | no |
| RICHARD KEITH TAYLOR | n/a | SALT LAKE CITY, UT | 3 | 10 | 2 | no |
| MARK ROBERT SIDDOWAY | Chartered Financial Analyst | SALT LAKE CITY, UT | 3 | 14 | 2 | no |
| SPENCER PETERSON ECCLES | n/a | SALT LAKE CITY, UT | 3 | 21 | 2 | no |
| Herbert Eugene Scruggs | n/a | SALT LAKE CITY, UT | 3 | 12 | 2 | no |
| QUINTIN SHEA MECHAM | n/a | SALT LAKE CITY, UT | 3 | 12 | 1 | no |
| Kamala Woolley Asay | n/a | SALT LAKE CITY, UT | 3 | 11 | 1 | no |
| Todd Jeffrey Connolly | n/a | SALT LAKE CITY, UT | 2 | 11 | n/a | no |
| Zachary Tyler Allan | n/a | SALT LAKE CITY, UT | 0 | 12 | n/a | no |
| Holden Richard Iverson | n/a | SALT LAKE CITY, UT | 0 | 11 | n/a | no |
| ABRAM A GUBLER | n/a | SALT LAKE CITY, UT | 0 | 16 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CYNOSURE PARTNERS 2020, LP | Private Equity Fund | $630M | Dec 20, 2024 | 139 | Sep 30, 2020 | reported | 021-376680 |
| CYNOSURE PARTNERS III, LP | Private Equity Fund | $522M | Dec 20, 2024 | 104 | Oct 28, 2022 | reported | 021-462228 |
| CYNOSURE PARTNERS 2020 CO-INVESTMENT, LLC SERIES C | Private Equity Fund | $206M | Dec 20, 2024 | 91 | Oct 28, 2022 | reported | 021-459495 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2020 ABSOLUTE INCOME | Other Private Fund | $160M | Dec 20, 2024 | 21 | Mar 3, 2021 | reported | n/a |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2021 DIVERSIFIED INCOME | Other Private Fund | $149M | Dec 20, 2024 | 7 | Mar 31, 2022 | reported | 021-414159 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2019 STEWARD | Private Equity Fund | $116M | Dec 20, 2024 | 38 | Mar 29, 2019 | reported | n/a |
| CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2 | Private Equity Fund | $82.5M | Dec 20, 2024 | 29 | Mar 29, 2019 | reported | n/a |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2022 FS GROWTH | Venture Capital Fund | $65.0M | Dec 20, 2024 | 64 | Oct 28, 2022 | reported | 021-453525 |
| CYNOSURE AVALON BUILDGROUP, LLC | Other Private Fund | $64.1M | Dec 20, 2024 | 108 | Dec 21, 2018 | reported | 021-303320 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2019 SG CREDIT | Private Equity Fund | $61.4M | Dec 20, 2024 | 50 | Jan 31, 2020 | reported | 021-347083 |
| CYNOSURE PARTNERS 2020 CO-INVESTMENT, LLC SERIES B | Private Equity Fund | $58.7M | Dec 20, 2024 | 48 | Mar 31, 2022 | reported | 021-462502 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2021 VENTURE MEMBERSHIP INTERESTS | Venture Capital Fund | $46.7M | Dec 20, 2024 | 9 | Mar 31, 2022 | reported | 021-409973 |
| CYNOSURE PARTNERS 2020 PV, LP | Private Equity Fund | $44.0M | Dec 20, 2024 | 67 | Mar 31, 2022 | reported | 021-386046 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2019 RE ASSETS | Real Estate Fund | $42.8M | Dec 20, 2024 | 20 | Jan 31, 2020 | reported | n/a |
| CYNOSURE FERNWEH, LLC - CLASS AIS | Private Equity Fund | $41.1M | Dec 20, 2024 | 16 | Oct 28, 2022 | reported | 021-459260 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2021 RE MEMBERSHIP INTERESTS | Real Estate Fund | $40.3M | Dec 20, 2024 | 25 | Mar 31, 2022 | reported | 021-435318 |
| CYNOSURE AVALON HOLDINGS II, LLC | Private Equity Fund | $38.8M | Jan 25, 2023 | 6 | Oct 28, 2022 | dropped | n/a |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2020 VENTURE | Venture Capital Fund | $36.7M | Dec 20, 2024 | 11 | Mar 31, 2020 | reported | n/a |
| CYNOSURE SAVANT HOLDINGS, LLC | Private Equity Fund | $35.9M | Dec 21, 2018 | 26 | Mar 31, 2017 | dropped | n/a |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2018 ANGLO | Private Equity Fund | $34.9M | Dec 20, 2024 | 26 | Mar 29, 2019 | reported | n/a |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2018 NEW MOUNTAIN | Other Private Fund | $33.6M | Dec 20, 2024 | 9 | Mar 29, 2019 | reported | n/a |
| CYNOSURE WEALTH PARTNERS, LLC - CLASS P | Private Equity Fund | $33.2M | Dec 20, 2024 | 24 | Mar 29, 2019 | reported | n/a |
| CYNOSURE PARTNERS GP, LLC | Private Equity Fund | $32.5M | Mar 31, 2022 | 54 | Mar 31, 2022 | dropped | n/a |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2019 GMP | Private Equity Fund | $31.4M | Dec 20, 2024 | 37 | Jan 31, 2020 | reported | 021-347081 |
| CYNOSURE INVESTMENT PARTNERS, LLC - 2018 BLACKSTONE | Other Private Fund | $28.0M | Dec 20, 2024 | 8 | Mar 29, 2019 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ECCLES, SPENCER, PETERSON | MANAGING DIRECTOR/MEMBER/OWNER | C | yes | 01/2015 | Mar 31, 2016 | Dec 20, 2024 |
| QUARLES, RANDAL, KEITH | Chairman | Na | yes | 01/2022 | Dec 7, 2015 | Dec 20, 2024 |
| THE RANDAL QUARLES AND HOPE ECCLES FAMILY TRUST | TRUST/MEMBER/OWNER | C | yes | 05/2016 | Jan 23, 2017 | Dec 20, 2024 |
| Burnett, David | Trustee | F | no | 03/2024 | Mar 30, 2024 | Dec 20, 2024 |
| ECCLES, CLISTA, HOPE | Trustee | F | no | 04/2016 | Mar 31, 2016 | Dec 20, 2024 |
| ECCLES, CLISTA, HOPE | Member | E | no | 01/2015 | Mar 31, 2016 | Dec 20, 2024 |
| Eccles, Lisa, Ellen | MEMBER/OWNER | A | no | 01/2015 | Mar 31, 2016 | Dec 20, 2024 |
| KATIE ECCLES BURNETT GST TRUST | Member | A | no | 03/2024 | Mar 30, 2024 | Dec 20, 2024 |
| LEE, RICHARD, GRANT | CHIEF FINANCIAL OFFICER | Na | no | 02/2020 | Sep 30, 2020 | Dec 20, 2024 |
| Teran, Emily, Marva | CHIEF COMPLIANCE OFFICER | Na | no | 01/2021 | Feb 1, 2021 | Dec 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 4C GPS GP I, LLC | n/a | n/a | n/a | Y | yes | n/a |
| COVARIANCE FUND GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| CYNOSURE PARTNERS 2020 GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CYNOSURE PARTNERS III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 10 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $9.8B | $9.8B | 71 | 30 | 10 | 60 | n/a |
| 2024 | Mar 31, 2025 | $6.6B | $6.6B | 43 | 30 | 11 | 56 | n/a |
| 2023 | Mar 30, 2024 | $4.9B | $4.9B | 49 | 35 | 9 | 45 | $2.7B |
| 2022 | Mar 31, 2023 | $2.5B | $2.5B | 33 | 25 | 1 | 40 | $1.6B |
| 2021 | Mar 31, 2022 | $2.3B | $2.2B | 27 | 11 | 1 | 38 | $1.0B |
| 2020 | Mar 3, 2021 | $1.7B | $1.7B | 17 | 17 | 1 | 30 | $1.0B |
| 2019 | Mar 31, 2020 | $1.3B | $1.2B | 16 | 16 | 1 | 28 | $780M |
| 2018 | Mar 29, 2019 | $1.1B | $998M | 14 | 9 | 1 | 19 | $420M |
| 2017 | Mar 26, 2018 | $323M | $180M | 10 | 7 | 1 | 12 | $114M |
| 2016 | Mar 31, 2017 | $320M | $165M | 12 | 8 | n/a | 11 | $110M |
| 2015 | Mar 31, 2016 | $352M | $82.2M | 12 | 8 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 5 | -4 | 33.3% | 0 | 0 | 0 | 1 | 7 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.8B | $6.6B | 50.0% | $2.5B | 57.4% | 71 | 43 | 10 | 11 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CYNOSURE PORTFOLIO ADVISORS LLC | 2 | Oct 8, 2025 | Oct 14, 2025 | NEW YORK, NY | Team lift out | Other | 13.3% |
| CYNOSURE PORTFOLIO ADVISORS LLC | 3 | Oct 7, 2025 | Oct 14, 2025 | SALT LAKE CITY, UT | Team lift out | Other | 17.6% |
| CYNOSURE ADVISORS | 2 | Dec 31, 2022 | Aug 2, 2016 | SALT LAKE CITY, UT | Team lift out | Other | 20.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SVB WEALTH | 3 | Apr 25, 2023 | May 2, 2023 | NEW YORK, NY | Team lift out | Other | 3.0% |
| CYNOSURE ADVISORS | 5 | Jan 9, 2019 | Jan 27, 2023 | SALT LAKE CITY, UT | Firm absorbed | Other | 100.0% |