Form D · Other Investment Fund

Cyndeo Income Opportunities LP

West Conshohocken, PA · CIK 0001938578

Offering snapshot reported Mar 18, 2025 · SEC filing

Reported sold: $37.9M
Investors reported: 67
Minimum accepted: $250K
First sale: Oct 20, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 67

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 18, 2025	Amendment	$37,910,000	No comparison	67	SEC filing
Mar 20, 2024	Amendment	$33,550,000	No comparison	52	SEC filing
Jul 22, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-453412

Limited Partnership Interests

Source: Form D, filed Mar 18, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CYNDEO INCOME OPPORTUNITIES LP

Investment adviser: CYNDEO WEALTH PARTNERS, LLC

Gross asset value: $39M
Beneficial owners: 67
ADV minimum commitment: $250K

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE US NEW YORK, New York, United States

Custodian TD BANK CHERRY HILLS, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE US
PCAOB 34

Filing source

Form ADV 2125762 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-8844072140

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Cyndeo Wealth Partners Llc	Executive
Brendan Lake	Executive
N/A Ppb Cwp Io Mgt Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Ppb Cwp Io Mgt Llc 300 Barr Harbor Drive, Suite 260
West Conshohocken, PA, 19428