Cyndeo Wealth Partners, LLC
● SEC registered since 2020CRD 307781SEC# 801-118839St. Petersburg, FL
Ranks #1,705 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.15B
Fund GAV
$39M
Private funds
1
Employees
28
Accounts
5,330
Location
St. Petersburg, FL
Cyndeo Wealth Partners, LLC assets under management
Cyndeo Wealth Partners, LLC is an investment advisory firm registered with the SEC based in St. Petersburg, FL. The firm has been registered since 2020. It reports $3.2 billion in regulatory assets under management and employs 28 people. Cyndeo Wealth Partners, LLC manages 1 private fund with combined gross assets of $39 million, including Cyndeo Income Opportunities LP. By regulatory assets, it ranks 1,705 of 6,004 private fund managers.
Cyndeo Wealth Partners, LLC private funds
1 funds · $39M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cyndeo Income Opportunities LP | Other Private | $39M | $250K |
Cyndeo Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cyndeo Holdings, LLC Control | Member | 25-50% | 2020 |
| Cyndeo Incentive Holdings, LLC Control | Member | 5-10% | 2026 |
| David Lackore Control | Director | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Cyndeo Wealth Partners, LLC manage?
Cyndeo Wealth Partners, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Cyndeo Wealth Partners, LLC manage?
Cyndeo Wealth Partners, LLC manages 1 private funds with combined gross assets of $39 million.
How many employees does Cyndeo Wealth Partners, LLC have?
Cyndeo Wealth Partners, LLC reports 28 employees.
Where is Cyndeo Wealth Partners, LLC located?
Cyndeo Wealth Partners, LLC is based in St. Petersburg, FL and has been SEC-registered since 2020.
Does Cyndeo Wealth Partners, LLC disclose fund performance?
Cyndeo Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 1st Avenue South, 3rd 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 |
Regulatory AUM
$3.15B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 28%
Larger than 72% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$3.15Bregulatory AUM
Discretionary $3.15B