Form D · Other Investment Fund

Cynosure Avalon BuildGroup, LLC

Salt Lake City, UT · CIK 0001728138

Offering snapshot reported Jun 19, 2018 · SEC filing

Reported sold: $85.5M
Investors reported: 102
Minimum accepted: $0
First sale: Jan 1, 2018

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 sold$77,934,000 → $85,534,000
Reported investors86 → 102

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 19, 2018	Amendment	$85,534,000	$7,600,000vs Feb 1, 2018	102	SEC filing
Feb 1, 2018	Amendment	$77,934,000	$0vs Jan 16, 2018	86	SEC filing
Jan 16, 2018	Initial	$77,934,000	No comparison	86	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-303320

No compensation has been paid to Avalon Wealth Management, LLC to date. Avalon will receive a portion of the carried interest distributions made by the fund and management fees due to the management company of the fund based on its sourced commitments.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Avalon Wealth Management, LLC	162745

Source: Form D, filed Jun 19, 2018. 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

CYNOSURE AVALON BUILDGROUP, LLC

Investment adviser: THE CYNOSURE GROUP

Gross asset value: $48.7M
Beneficial owners: 108
ADV minimum commitment: $4K

Reported in Form ADV on Sep 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator DYNAMO SOFTWARE, INC WATERTOWN, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICE WATERHOUSE COOPERS (PWC) SALT LAKE CITY, Utah, United States

Custodian WELLS FARGO BANK, N.A. SALT LAKE CITY, Utah, 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

PRICE WATERHOUSE COOPERS (PWC)
PCAOB 238

Filing source

Form ADV 2134641 · Sep 24, 2026 · Schedule D 7.B.(1), fund 805-2444160468

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
Llc Cynosure Management,	Executive, Promoter
R. Keith Taylor	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

79 South Main Street
Salt Lake City, UT, 84111