AUMdb

The Cynosure Group

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 281399 · SEC file 801-107042 · Salt Lake City, UT · cynosurepartners.com
☆ Save with Pro ADV data as of Jul 13, 2026
Regulatory AUM
$9.8B
Discretionary
$9.8B
Clients
148
Avg AUM / client
$66.5M
Accounts
726
Employees
71

AUM over time

$300M $9.8B
Dec 2015 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 13, 2026

Investments (13F portfolio — 198 positions, $800,290,044)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Ishares Tr 0-3 MNTH TREASRY $114,466,618 1,136,308 14.3% 1.16%
2 State Str Spdr S&P 500 Etf T TR UNIT $68,416,969 229,061 8.55% 0.69%
3 Ishares Tr TRUST ISHARE 0-1 $60,319,507 546,422 7.54% 0.61%
4 Ishares Tr RUS 1000 GRW ETF $53,210,563 124,790 6.65% 0.54%
5 Vanguard Index Fds S&P 500 ETF SHS $42,267,894 70,735 5.28% 0.43%
6 Vanguard Scottsdale Fds VNG RUS1000GRW $32,009,651 262,913 4.0% 0.33%
7 Circle Internet Group Inc COM CL A $30,460,310 319,257 3.81% 0.31%
8 Ea Series Trust ALPHA ARCH 1-3 $25,832,777 222,141 3.23% 0.26%
9 Invesco Qqq Tr UNIT SER 1 $24,479,746 42,413 3.06% 0.25%
10 Ishares Tr CORE S&P500 ETF $23,245,247 35,422 2.9% 0.24%
11 Ishares Tr ULTRA SHORT DUR $20,847,023 411,833 2.6% 0.21%
12 Ge Aerospace COM NEW $16,399,541 55,489 2.05% 0.17%
13 Ishares Tr CORE S&P TTL STK $16,274,998 114,266 2.03% 0.17%
14 Union Pac Corp COM $15,173,865 64,021 1.9% 0.15%
15 Spdr Series Trust STATE STREET SPD $13,927,457 246,155 1.74% 0.14%
16 Ishares Tr CORE US AGGBD ET $13,763,662 138,648 1.72% 0.14%
17 International Business Machs COM $12,117,803 49,993 1.51% 0.12%
18 Vanguard Index Fds SMALL CP ETF $11,456,684 43,741 1.43% 0.12%
19 Select Sector Spdr Tr STATE STREET ENE $10,729,383 175,145 1.34% 0.11%
20 Janus Detroit Str Tr HENDRSON AAA CL $10,630,476 211,047 1.33% 0.11%
21 Spdr Series Trust STATE STREET SPD $10,564,141 58,099 1.32% 0.11%
22 Ge Vernova Inc COM $9,199,068 12,221 1.15% 0.09%
23 United Sts Oil Fd Lp UNITS $8,223,531 64,625 1.03% 0.08%
24 Schwab Strategic Tr US LRG CAP ETF $7,292,011 282,868 0.91% 0.07%
25 Ssga Active Etf Tr STATE STREET BLA $6,293,333 156,785 0.79% 0.06%

Top 25 of 198 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 76 $1.6B 16.7%
Pooled investment vehicles (non-investment companies) 60 $4.7B 47.6%
Charitable organizations 11 $3.4B 34.9%
Other investment advisers 1 $82.2M 0.83%

Private funds (45)

View all →

Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $2.7B combined gross assets

FundTypeDomicileGross assetsOwners
Cynosure Partners 2020, Lp Private Equity Fund Delaware $630M 139
Cynosure Partners Iii, Lp Private Equity Fund Delaware $522M 104
Cynosure Partners 2020 Co Investment, Llc Series C Private Equity Fund Delaware $206M 91
Cynosure Investment Partners, Llc 2020 Absolute Income Other Private Fund Delaware $160M 21
Cynosure Investment Partners, Llc 2021 Diversified Income Other Private Fund Delaware $149M 7
Cynosure Investment Partners, Llc 2019 Steward Private Equity Fund Delaware $116M 38
Cynosure Wealth Partners, Llc Classes Sc 1 And Sc 2 Private Equity Fund Delaware $82.5M 29
Cynosure Investment Partners, Llc 2022 Fs Growth Venture Capital Fund Delaware $65.0M 64
Cynosure Avalon Buildgroup, Llc Other Private Fund Delaware $64.1M 108
Cynosure Investment Partners, Llc 2019 Sg Credit Private Equity Fund Delaware $61.4M 50
Cynosure Partners 2020 Co Investment, Llc Series B Private Equity Fund Delaware $58.7M 48
Cynosure Investment Partners, Llc 2021 Venture Membership Interests Venture Capital Fund Delaware $46.7M 9
Cynosure Partners 2020 Pv, Lp Private Equity Fund Delaware $44.0M 67
Cynosure Investment Partners, Llc 2019 Re Assets Real Estate Fund Delaware $42.8M 20
Cynosure Fernweh, Llc Class Ais Private Equity Fund Delaware $41.1M 16

People (21)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Eccles, Clista, Hope Member Jan 2015 (12y) 75% or more
Eccles, Lisa, Ellen Member/Owner Jan 2015 (12y) 5% – 10%
Spencer Peterson Eccles Managing Director/Member/Owner Jan 2015 (12y) 25% – 50%
Lee, Richard, Grant Chief Financial Officer Feb 2020 (7y) Less than 5%
Teran, Emily, Marva Chief Compliance Officer Jan 2021 (6y) Less than 5%
Quarles, Randal, Keith Chairman Jan 2022 (5y) Less than 5%
Burnett, David Trustee Mar 2024 (2y) GP / trustee / elected manager of Katie Eccles Burnett Gst Trust (indirect)
Andrew Robert Braithwaite Registered representative Jan 2023 (4y)
Christopher Hal Neddo Registered representative CFA Jan 2023 (4y)
Daniel Kenneth Anderson Registered representative CFA Jan 2023 (4y)
David Reed Hunter Registered representative Jan 2023 (4y)
Herbert Eugene Scruggs Registered representative Jan 2023 (4y)
Mark Robert Siddoway Registered representative CFA Jan 2023 (4y)
Richard Keith Taylor Registered representative Jan 2023 (4y)
Zachary David Larkin Registered representative Jan 2023 (4y)
Quintin Shea Mecham Registered representative May 2023 (3y)
Kamala Woolley Asay Registered representative Sep 2023 (3y)
Todd Jeffrey Connolly Registered representative Nov 2023 (3y)
Zachary Tyler Allan Registered representative Nov 2025 (1y)
Holden Richard Iverson Registered representative Jan 2026 (1y)
Abram A Gubler Registered representative May 2026 (0y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
The Randal Quarles And Hope Eccles Family Trust Trust/Member/Owner May 2016 A 25% – 50%
Katie Eccles Burnett Gst Trust Member Mar 2024 A 5% – 10%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (45, $2.7B gross assets)

FundTypeGross assetsMin. investmentOwners
Cynosure Partners 2020, Lp Private Equity Fund $630M $150K 139
Cynosure Partners Iii, Lp Private Equity Fund $522M $100K 104
Cynosure Partners 2020 Co Investment, Llc Series C Private Equity Fund $206M $4.0K 91
Cynosure Investment Partners, Llc 2020 Absolute Income Other Private Fund $160M $10.0K 21
Cynosure Investment Partners, Llc 2021 Diversified Income Other Private Fund $149M $1.0M 7
Cynosure Investment Partners, Llc 2019 Steward Private Equity Fund $116M $2.0K 38
Cynosure Wealth Partners, Llc Classes Sc 1 And Sc 2 Private Equity Fund $82.5M $1.0K 29
Cynosure Investment Partners, Llc 2022 Fs Growth Venture Capital Fund $65.0M $3.0K 64
Cynosure Avalon Buildgroup, Llc Other Private Fund $64.1M $3.0K 108
Cynosure Investment Partners, Llc 2019 Sg Credit Private Equity Fund $61.4M $2.0K 50
Cynosure Partners 2020 Co Investment, Llc Series B Private Equity Fund $58.7M $30.0K 48
Cynosure Investment Partners, Llc 2021 Venture Membership Interests Venture Capital Fund $46.7M $100K 9
Cynosure Partners 2020 Pv, Lp Private Equity Fund $44.0M $50.0K 67
Cynosure Investment Partners, Llc 2019 Re Assets Real Estate Fund $42.8M $5.0K 20
Cynosure Fernweh, Llc Class Ais Private Equity Fund $41.1M $60.0K 16
Cynosure Investment Partners, Llc 2021 Re Membership Interests Real Estate Fund $40.3M $5.0K 25
Cynosure Investment Partners, Llc 2020 Venture Venture Capital Fund $36.7M $180K 11
Cynosure Investment Partners, Llc 2018 Anglo Private Equity Fund $34.9M $2.4K 26
Cynosure Investment Partners, Llc 2018 New Mountain Other Private Fund $33.6M $150K 9
Cynosure Wealth Partners, Llc Class P Private Equity Fund $33.2M $2.0K 24
Cynosure Investment Partners, Llc 2019 Gmp Private Equity Fund $31.4M $2.0K 37
Cynosure Investment Partners, Llc 2018 Blackstone Other Private Fund $28.0M $200K 8
Cynosure Investment Partners, Llc 2018 Golub Other Private Fund $27.8M $150K 7
Cynosure Partners 2020 Co Investment, Llc Series A Private Equity Fund $27.3M $10.0K 27
Cynosure Avalon Holdings, Llc Private Equity Fund $24.5M $1.0K 18

Top 25 of 45 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/13/2026 12.8 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.

View current Form ADV (SEC/IAPD) ↗