Cynosure Group, LLC

Cynosure Capital Management, a division of The Cynosure Group, LLC, is an SEC-registered investment adviser specializing in outsourced investment advisory services for foundations, endowments, and related individuals. Established in 2015, Cynosure Capital Management managed approximately $2.1 billion in discretionary assets as of December 31, 2024. The firm offers Base Portfolio Advisory Services and Multi-Asset Portfolio Advisory Services, tailored to clients' investment goals and risk tolerance. Clients typically have a minimum investment amount of $50 million, subject to potential reductions. Cynosure charges a negotiable management fee based on asset levels, with rates ranging from 0.35% to 1.15%. The firm exercises investment discretion over client accounts, making decisions on securities, amounts, timing, and manager selection. Cynosure prioritizes best execution for client orders and may aggregate trades for efficiency. The firm does not engage in soft dollar relationships and has established policies to address conflicts of interest. Cynosure does not take physical custody of client assets, which are held at a Qualified Custodian. The firm provides regular account monitoring and reporting, and has a Code of Ethics to guide ethical conduct and prevent conflicts of interest. Cynosure also offers other divisions, including Cynosure Partners, Cynosure Wealth Advisors, and Cynosure Strategies, each with distinct investment focuses and strategies.