The CYNDEO WEALTH PARTNERS is a privately held investment adviser that advises $3.93Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. CYNDEO WEALTH PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 167.3% over the last 5-years.
The Group has been registered with the SEC for 6.16 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 300 1ST AVENUE SOUTH, 3RD FLOOR, ST PETERSBURG, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 41 employees comprised of 34 investment and 7 non-investment staff. The total number of Employees increased by 105% over the last 5-years.
Their $3.93Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 28 other accounts. Assets of High Net Worth Individuals clients own $3.49Bn or 88.83% of Total Assets and Individuals own $253.54mn or 6.44% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and FI/Credit - Lending, representing 100%, 0% and 0% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CYNDEO WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.