Charles Bank Equity Fund X, LP
OwnerCyndeo Wealth Partners, LLC
About Charles Bank Equity Fund X, LP
Charles Bank Equity Fund X, LP is listed as Owner at Cyndeo Wealth Partners, LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Cyndeo Wealth Partners, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Charles Bank Equity Fund X, LP work?
Charles Bank Equity Fund X, LP is listed as Owner at Cyndeo Wealth Partners, LLC on SEC Form ADV.
How much of Cyndeo Wealth Partners, LLC does Charles Bank Equity Fund X, LP own?
Form ADV reports a beneficial ownership band of 50-75%.
Cyndeo Wealth Partners, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |