Investment adviser · CRD 281399
CYNOSURE GROUP, LLC
Investment adviser filing (IA)
THE CYNOSURE GROUP
SALT LAKE CITY, UT, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $9.85B Form ADV · Item 5.F
- Client accounts
- 726 Accounts, not individual clients
- Employees
- 71 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 60 | $4,685,014,865 | 47.6% |
| Charities | 11 | $3,440,396,713 | 34.9% |
| High-net-worth individuals | 76 | $1,640,389,572 | 16.7% |
| Other investment advisers | 1 | $82,183,259 | 0.8% |
Filing source
Form ADV 2134641 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
CYNOSURE PARTNERS 2020, LPPrivate Equity Fund · Last reported Sep 24, 2026$587MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICE WATERHOUSE COOPERS (PWC)
PCAOB 238
Fund details & source
- Fund ID
- 805-2089182568
- Reported beneficial owners
- 140
- Minimum commitment
- $150K
- Form D file number
- 021-376680
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CYNOSURE PARTNERS III, LPPrivate Equity Fund · Last reported Sep 24, 2026$522MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICE WATERHOUSE COOPERS (PWC)
PCAOB 238
EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467
Fund details & source
- Fund ID
- 805-7050198551
- Reported beneficial owners
- 180
- Minimum commitment
- $20K
- Form D file number
- 021-462228
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CYNOSURE PARTNERS 2020 CO-INVESTMENT, LLC SERIES CPrivate Equity Fund · Last reported Sep 24, 2026$310MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICE WATERHOUSE COOPERS (PWC)
PCAOB 238
Fund details & source
- Fund ID
- 805-6806950551
- Reported beneficial owners
- 92
- Minimum commitment
- $4K
- Form D file number
- 021-459495
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CYNOSURE WEALTH PARTNERS, LLC - CLASSES SC-1 AND SC-2Private Equity Fund · Last reported Sep 24, 2026$180MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICE WATERHOUSE COOPERS (PWC)
PCAOB 238
Fund details & source
- Fund ID
- 805-7925495191
- Reported beneficial owners
- 29
- Minimum commitment
- $1K
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CYNOSURE INVESTMENT PARTNERS, LLC - 2024 SP-2Other Private Fund · Last reported Sep 24, 2026$179MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICE WATERHOUSE COOPERS (PWC)
PCAOB 238
Fund details & source
- Fund ID
- 805-3198866993
- Reported beneficial owners
- 1
- Minimum commitment
- $73M
- Form D file number
- 021-531848
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CYNOSURE PRIVATE CREDIT FUND, LPOther Private Fund · Last reported Sep 24, 2026$173MGross asset value
Form D fundraising filings
Cynosure Private Credit Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
Fund details & source
- Fund ID
- 805-8954519242
- Reported beneficial owners
- 36
- Minimum commitment
- $25K
- Form D file number
- 021-507782
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COVARIANCE MASTER FUND, LPHedge Fund · Last reported Sep 24, 2026$141MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC
PCAOB 238
PWC
PCAOB 238
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
MORGAN STANLEY
CRD 149777 · SEC 8-68191
Fund details & source
- Fund ID
- 805-5075861623
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
111 SOUTH MAIN STREET, SUITE 2350SALT LAKE CITY, UT, 84111-1929, United States
CRD 281399
Filing source
Form ADV 2134641 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.