RIA Intelligence

THE CYNOSURE GROUP

Legal name: CYNOSURE GROUP, LLC

CRD #281399 SEC #801-107042 SALT LAKE CITY, UT 801-521-3100
SEC Registered Private Funds
Total AUM
$6.6B
Discretionary
$6.6B
Employees
43
Clients
51
Accounts
719

AUM Over Time

DateNov 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees43
Clients14
DateMar 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees43
Clients14
DateDec 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees49
Clients28
DateSep 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees49
Clients28
DateMar 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees49
Clients28
DateFeb 2024
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$125.6M
Employees33
Clients0
DateJan 2024
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$125.6M
Employees33
Clients0
DateNov 2023
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$125.6M
Employees33
Clients0
DateJul 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateJun 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateApr 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateApr 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees33
Clients0
DateJan 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$90.1M
Employees27
Clients0
DateOct 2022
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$90.1M
Employees27
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$90.1M
Employees27
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateFeb 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$16.2M
Employees18
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$16.2M
Employees18
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$158.8M
Employees16
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$147.5M
Employees16
Clients0
DateFeb 2020
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$147.5M
Employees16
Clients0
DateJun 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$123.7M
Employees16
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$998M
Non-Disc.$118.8M
Employees14
Clients0
DateDec 2018
Total AUM$752.3M
Discretionary$625.9M
Non-Disc.$126.4M
Employees13
Clients0
DateApr 2018
Total AUM$321.1M
Discretionary$174.4M
Non-Disc.$146.7M
Employees10
Clients0
DateMar 2018
Total AUM$323.5M
Discretionary$180.4M
Non-Disc.$143.1M
Employees10
Clients0
DateOct 2017
Total AUM$339.2M
Discretionary$192.3M
Non-Disc.$146.9M
Employees10
Clients0
DateOct 2017
Total AUM$339.2M
Discretionary$192.3M
Non-Disc.$146.9M
Employees10
Clients0
DateApr 2017
Total AUM$312.9M
Discretionary$166.3M
Non-Disc.$146.6M
Employees12
Clients11
DateMar 2017
Total AUM$319.9M
Discretionary$165.4M
Non-Disc.$154.6M
Employees12
Clients11
DateJan 2017
Total AUM$316.8M
Discretionary$162.1M
Non-Disc.$154.8M
Employees12
Clients11
DateAug 2016
Total AUM$302.2M
Discretionary$73M
Non-Disc.$229.2M
Employees12
Clients11
DateMar 2016
Total AUM$352.1M
Discretionary$82.2M
Non-Disc.$269.9M
Employees12
Clients11
DateDec 2015
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients11
DateDec 2015
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients11