| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cyndeo Income Opportunities LP | Other Private | $37.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Scott Hess Control | Vice President | Under 5% | 2022 |
| Christopher Ryan Quinty Control | Vice President | Under 5% | 2020 |
| Cyndeo Holdings LLC Control | Member | Over 75% | 2020 |
Cyndeo Wealth Partners, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
Cyndeo Wealth Partners, LLC manages 1 private funds with combined gross assets of $37.9 million.
Cyndeo Wealth Partners, LLC reports 26 employees.
Cyndeo Wealth Partners, LLC is based in St. Petersburg, FL and has been SEC-registered since 2020.
Cyndeo Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 Central Avenue, 23rd Floor, St. Petersburg, FL 33701 |
| Phone | (727) 472-3700 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1950947 |
| Discloses disciplinary history | No |
| Discretionary | $2.58B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.58B |