SEC-Registered Investment Adviser
Cynosure Group, LLC
Legal name: The Cynosure Group
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 24, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 14, 2015
- Principal office
- 111 South Main Street, Suite 2350, Salt Lake City, UT 84111-1929
- Organized as
- Limited Liability Company, UT
- Fiscal year end
- December
- Umbrella registration
- Yes, 1 relying adviser
- Other offices
- 10
Scale
- Regulatory AUM
- $9.8B
- Accounts
- 726
- Clients
- 0
- Employees
- 71, 30 in advisory roles
- Private funds advised
- 60
- Private fund gross assets
- $3.5B
- Fund types
- 3 hedge funds, 32 private equity funds, 3 real estate funds, 6 venture capital funds, 16 other private funds
- Client assets in custody
- $3.5B (18 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- high net worth individuals (76); pooled investment vehicles (60); charitable organizations (11); other investment advisers (1)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- another investment adviser, a commodity pool operator or commodity trading advisor and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 24, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.