Skip to main content
OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Salt Lake City, UT HQ: Salt Lake City, UT

Cynosure Group

$9.8B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($598.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Growth Equity, Real Estate, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
17
5 Open Source Trails Below
Sum of Disclosed Rows
$598.1M
Total AUM: $9.8B
Median Disclosed Amount
$39.8M
Range: $8.0M – $61.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cynosure Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Heitman Global Real Estate Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$50.9M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Strategic Opportunities Fund IIAdviser 7.B Vehicle Buyout 2025
$45.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sterling Group Partners IVAdviser 7.B Vehicle Buyout 2025
$45.5M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic Partners 2024Adviser 7.B Vehicle Growth Equity 2024
$61.6M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Mainsail Partners VIIAdviser 7.B Vehicle Growth Equity 2024
$57.9M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cynosure Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cynosure Group (OCIO / Wealth RIA, $9.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $177.3M Unallocated Target Bandwidth). SEC Form ADV (801-107042, CRD #281399) verified $9.85B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cynosure Group

480 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cynosure Group (17 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 5 Shared Vehicles

Essex County Fox River Waverly Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TCG Labs Fund I, LP (2023 Vintage)
Cynosure Group: $43.2M · SEC Form ADV 7.B
Essex County Fox River Waverly Mutual & Casualty Insurance General Account: $74.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TCG Crossover Fund II, L.P. (2023 Vintage) · TGM Apartment Partners II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TCG Crossover Fund II, L.P. (2023 Vintage)
Cynosure Group: $39.8M · SEC Form ADV 7.B
Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory: $58.8M · SEC Form ADV 7.B

Additional shared vehicles: TCG Labs Fund I, LP (2023 Vintage) · TGM Apartment Partners II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Georgetown Glastonbury Lindqvist Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TGM Apartment Partners II (2023 Vintage)
Cynosure Group: $19.2M · SEC Form ADV 7.B
Georgetown Glastonbury Lindqvist Mutual & Casualty Insurance General Account: $92.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TCG Labs Fund I, LP (2023 Vintage) · TCG Crossover Fund II, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+477 Additional Institutional LPs Report Shared Vehicles with Cynosure Group

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cynosure Group

You are viewing 5 open public preview records (out of 17 total tracked records for Cynosure Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (480 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Cynosure Group and our interactive GP workspace.

Strategies Disclosed by Cynosure Group

Frequently Asked Questions: Cynosure Group

What type of institutional allocator is Cynosure Group and what is their typical disclosed ticket size?

Cynosure Group is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Salt Lake City, UT; Headquarters: Salt Lake City, UT). Across 17 historical disclosure records tracked on Prilago ($598.1M total parsed USD across disclosed rows), the median disclosed amount is $39.8M (range: $8.0M to $61.6M).

Which private-market strategies appear in Cynosure Group's public disclosures?

Cynosure Group has disclosed records across Buyout, Venture Capital, Growth Equity, Real Estate, Private Credit. Open preview records include Heitman Global Real Estate Fund II, LP (2025 Vintage), CVC Strategic Opportunities Fund II (2025 Vintage), Sterling Group Partners IV (2025 Vintage), General Atlantic Partners 2024 (2024 Vintage).

How are Cynosure Group's historical records substantiated and separated from active searches on Prilago?

Records for Cynosure Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cynosure Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cynosure-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cynosure Group?

In Prilago's bilateral commitment graph, Cynosure Group shares resolved underlying fund vehicles with 480 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Essex County Fox River Waverly Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. TCG Labs Fund I, LP (2023 Vintage)), Choptank Brookline Hawthorne Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. TCG Crossover Fund II, L.P. (2023 Vintage)), Georgetown Glastonbury Lindqvist Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. TGM Apartment Partners II (2023 Vintage)).

Related OCIO / Wealth RIA & Salt Lake City, UT Institutional LPs