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Cyndeo Income Opportunities LP

Other Private FundFund ID 805-8844072140Delaware, United States
Gross assets
$39M
Min. investment
$250K
Beneficial owners
67
Size rank
Top 59%
Audited
Yes
Structure
Standalone

About this fund

Cyndeo Income Opportunities LP is a other private fund managed by Cyndeo Wealth Partners, LLC. The fund reports $39 million in gross assets, placing it among the top 59% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-8844072140
Fund typeOther Private Fund — INCOME FUND
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued100%

Other funds from this manager

None reported.

Frequently asked questions

How large is Cyndeo Income Opportunities LP?

Cyndeo Income Opportunities LP reports $39 million in gross assets, among the top 59% of private funds by size.

What is the minimum investment for Cyndeo Income Opportunities LP?

The stated minimum investment is $250,000.

Who manages Cyndeo Income Opportunities LP?

Cyndeo Income Opportunities LP is managed by Cyndeo Wealth Partners, LLC.

Does Cyndeo Income Opportunities LP disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

C
St. Petersburg, FL

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor

Reported gross assets

$39M▲ 3%
Mar '25 — $37.9MApr '25 — $37.9MMay '25 — $37.9MJun '25 — $37.9MJul '25 — $37.9MAug '25 — $37.9MSep '25 — $37.9MOct '25 — $37.9MNov '25 — $37.9MDec '25 — $37.9MJan '26 — $37.9MFeb '26 — $37.9MMar '26 — $37.9MApr '26 — $37.9MMay '26 — $37.9MJun '26 — $39M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 59%
Larger than 41% of 67,041 private funds
Gross assets vs Other Private FundsTop 59%
Larger than 41% of 8,892 other private funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.