Cynosure Group, LLC
Alpha Nasdaq OCIO Indices - ContributorSALT LAKE CITY, UT
Form ADV and provider website profile · CRD 281399 · regulatory data as of Sep 24, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cynosure Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$9.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
726Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$9.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$9.8BTotal Firm AUM
$9.8BDiscretionary AUM
$0Non-discretionary AUM
726Total accounts
726Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$9.8BFirm AUM
Other Pooled Vehicles47.6%
Charities34.9%
High-Net-Worth16.7%
Other investment advisers0.8%
Reported Client Types
Source: Form ADV client recordsOther Pooled Vehicles47.6%
60 clients$4.7B firm assets
Charities34.9%
11 clients$3.4B firm assets
High-Net-Worth16.7%
76 clients$1.6B firm assets
Other investment advisers0.8%
1 clients$82M firm assets
Reported total148 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other Pooled Vehicles | $4.7B | 60 | 47.6% |
| Charities | $3.4B | 11 | 34.9% |
| High-Net-Worth | $1.6B | 76 | 16.7% |
| Other investment advisers | $82M | 1 | 0.8% |
| Reported total | $9.8B | 148 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…