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Cynosure Partners

We invest in founder-led businesses to accelerate growth and help create lasting value.

Cynosure Advisors

We serve as an outsourced chief investment officer on behalf of foundations, endowments, and others.

Privacy Policy

What does Cynosure do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and transaction history
  • Assets and investment experience

When you are no longer our customer, we continue to share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Cynosure chooses to share; and whether you can limit this sharing.

Reasons we can share your personal informationDoes Cynosure share?Can you limit this sharing?
Reasons we can share your personal informationFor our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigationsDoes Cynosure share? YesCan you limit this sharing?No
Reasons we can share your personal informationFor our marketing purposes—to offer our products and services to youDoes Cynosure share? YesCan you limit this sharing?No
Reasons we can share your personal informationFor joint marketing with other financial companiesDoes Cynosure share? NoCan you limit this sharing?We do not share
Reasons we can share your personal informationFor our affiliates’ everyday business purposes— information about your transactions and experiencesDoes Cynosure share? YesCan you limit this sharing?No
Reasons we can share your personal informationFor affiliates to market to youDoes Cynosure share? NoCan you limit this sharing?We do not share
Reasons we can share your personal informationFor nonaffiliates to market to youDoes Cynosure share? NoCan you limit this sharing?We do not share

Questions?

Call 801-521-3100 or go to cynosuregroup.com

Who we are

Who is providing this notice?

Cynosure Management, LLC

What we do

How does Cynosure protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Cynosure collect my personal information?

We collect your personal information, for example, when you

  • open an account or perform transactions
  • make a wire transfer or tell us where to send money
  • tell us about your investment portfolio

We also collect your personal information from other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Cynosure does not share with nonaffiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Cynosure does not share with nonaffiliates so they can market to you.
Rev. April 2022
Cynosure
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
152 W 57th St, Suite 16N
New York, NY 10019
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