Randal K Quarles
Cynosure Investment Partners Class 2020 Venture × 1 Cynosure Partners 2020 LP × 1 view in graph
2trades · $75K est.
50%
disclosed on time · 1 late, worst 10d over
$77.7Mest. assets · Termination
Stock trades
Asset holdings
Termination · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 245 | $68M |
| Employment assets | 10 | $9.5M |
| Spouse's assets | 5 | $83K |
Largest positions
top 100 by reported value, of 260| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Avalon Advisors, LLC, carried interest (Americas - wealth advisory) (See Part 3, Item 1) | Employment assets | Self | $1M – $5M | — |
| GPS Hospitality Holding Company LLC, carried interest (Americas - Quick Service Restaurants) (See Part 3, Item 1) | Employment assets | Self | $1M – $5M | — |
| Savant Capital Management, LLC, carried interest (Americas - Wealth Advisory) (See Part 3, Item 1) | Employment assets | Self | $1M – $5M | — |
| Avalon Advisors, LLC (Americas - Wealth Advisory) | Other assets | — | $1M – $5M | Partnership Income · $77.8K |
| Revolving Credit Note from Cynosure Investments, LLC | Other assets | — | $1M – $5M | Interest · $50K – $100K |
| iShares MSCI EAFE | Other assets | — | $1M – $5M | $15K – $50K |
| First Trust Dow Jones Global Select Dividend Index Fund | Other assets | — | $1M – $5M | $15K – $50K |
| First Trust Morningstar Dividend Index Leaders Fund | Other assets | — | $1M – $5M | $50K – $100K |
| WisdomTree U.S. Total Dividend Fund | Other assets | — | $1M – $5M | $15K – $50K |
| iShares Select Dividend Index Fund | Other assets | — | $1M – $5M | $50K – $100K |
| SPDR S&P 500 | Other assets | — | $1M – $5M | $5K – $15K |
| WisdomTree U.S. High Dividend Fund | Other assets | — | $1M – $5M | $50K – $100K |
| Savant Capital Management, LLC (Americas - Wealth Advisory) | Other assets | — | $1M – $5M | Capital Gains · $1M – $5M |
| Steward Partners (U.S. - Wealth Advisory) | Other assets | — | $1M – $5M | Partnership Income · $26.4K |
| U.S. Bank Account - Institution (Cash) × 3 | Other assets | — | $1.8M est. | Interest |
| General Electric Common Stock | Other assets | — | Over $1M | Dividends · $100K – $1M |
| Union Pacific Common Stock | Other assets | — | Over $1M | Dividends · $50K – $100K |
| iShares MSCI EAFE ETF | Other assets | — | Over $1M | $15K – $50K |
| First Trust Dow Jones Global Select Dividend Index Fund | Other assets | — | Over $1M | $15K – $50K |
| First Trust Morningstar Dividend Index Leaders Fund | Other assets | — | Over $1M | $15K – $50K |
| WisdomTree U.S. Total Dividend Fund | Other assets | — | Over $1M | $15K – $50K |
| iShares Select Dividend Index Fund | Other assets | — | Over $1M | $50K – $100K |
| iShares MSCI Emerging Markets ETF | Other assets | — | Over $1M | $15K – $50K |
| iShares Russell 2000 | Other assets | — | Over $1M | $5K – $15K |
| SPDR S&P 500 ETF T | Other assets | — | Over $1M | $5K – $15K |
| WisdomTree U.S. High Dividend Fund | Other assets | — | Over $1M | $15K – $50K |
| General Electric Common Stock | Other assets | — | Over $1M | Dividends · $50K – $100K |
| GSL Artemia Worldwide (Global - Agricultural Production) | Other assets | — | Over $1M | Dividends · $100K – $1M |
| Cynosure Management, LLC (Americas - Asset Management) | Other assets | — | Over $1M | Partnership Income · $63.2K |
| A hotel and restaurant in the Deer Valley Ski Resort, Utah | Other assets | — | Over $1M | — |
| Developable Real Estate at Deer Valley Ski Resort (Utah) | Other assets | — | Over $1M | — |
| Ranch near Hailey, Idaho | Other assets | — | Over $1M | — |
| Union Pacific Common Stock | Other assets | — | Over $1M | Dividends · $50K – $100K |
| Cynosure Partners 2020, LP | Other assets | — | Over $1M | — |
| Revolving Credit Note from Goldener Hirsch Inn | Other assets | — | Over $1M | Interest · $1K – $2.5K |
| iShares S&P 500 Index | Other assets | — | $500K – $1M | $5K – $15K |
| General Electric Common Stock | Other assets | — | $500K – $1M | Dividends · $2.5K – $5K |
| iShares MSCI Emerging Markets ETF | Other assets | — | $500K – $1M | $15K – $50K |
| iShares Russell 2000 ETF | Other assets | — | $500K – $1M | $5K – $15K |
| Prumentum Group (Americas - Wealth Management) | Other assets | — | $500K – $1M | Dividends · $15K – $50K |
| CloudFlare, Inc. (Americas - Online Security Software) | Other assets | — | $500K – $1M | — |
| US Bank Account, Institution (Cash) × 3 | Other assets | — | $525K est. | Interest |
| ExpertVoice, Inc. Common Stock (Americas - Business Software) | Other assets | — | $250K – $500K | — |
| Anglo International Shipping (U.K. - Maritime Shipping) | Other assets | — | $250K – $500K | — |
| Cynosure Management, LLC | Other assets | — | $250K – $500K | Partnership Income · $14K |
| SPDR S&P 500 | Other assets | — | $250K – $500K | $2.5K – $5K |
| SPDR S&P 500 | Other assets | — | $250K – $500K | $2.5K – $5K |
| SPDR S&P 500 | Other assets | — | $250K – $500K | $2.5K – $5K |
| Steward Partners (U.S. - Wealth Advisory) | Other assets | — | $250K – $500K | Partnership Income · $686 |
| Gold Medal Pools (U.S. - Construction) | Other assets | — | $250K – $500K | — |
| Cynosure Investment Partners 2019 RE Assets | Other assets | — | $250K – $500K | Interest Rent or Royalties · $2.5K – $5K |
| SPDR S&P 500 SPY | Employment assets | Self | $100K – $250K | $2.5K – $5K |
| iShares MSCI EAFE Index EFA | Employment assets | Self | $100K – $250K | $2.5K – $5K |
| Wabtec Corporation Common Stock | Other assets | — | $100K – $250K | Dividends · $201 – $1K |
| Undeveloped land in Fairview, Utah (former sheep ranch) | Other assets | — | $100K – $250K | — |
| Pelion Venture Partners V, LP | Other assets | — | $100K – $250K | Capital Gains Dividends Interest · $50K – $100K |
| A condominium in Sun Valley, Idaho | Other assets | — | $100K – $250K | Rent or Royalties · $2.5K – $5K |
| General Electric Common Stock | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| iShares MSCI EAFE Index | Other assets | — | $100K – $250K | $201 – $1K |
| General Electric Common Stock | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| iShares MSCI EAFE Index | Other assets | — | $100K – $250K | $201 – $1K |
| iShares MSCI EAFE Index | Other assets | — | $100K – $250K | $201 – $1K |
| Cynosure Investment Partners 2019 RE Assets | Other assets | — | $100K – $250K | Interest Rent or Royalties · $201 – $1K |
| SG Credit (Private Credit Fund) | Other assets | — | $100K – $250K | Interest · $1K – $2.5K |
| Cynosure Avalon BuildGroup, LLC (Global - Technology) | Other assets | — | $100K – $250K | — |
| iShares Russell 2000 Index IWM | Employment assets | Self | $50K – $100K | $201 – $1K |
| iShares MSCI Emerging Markets Index EEM | Employment assets | Self | $50K – $100K | $201 – $1K |
| Fidelity Advisor Series VIII Diversified Intl. Fund | Spouse's assets | Spouse | $50K – $100K | $1K – $2.5K |
| iShares Core S&P 500 ETF | Other assets | — | $50K – $100K | $201 – $1K |
| Union Pacific Corp | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| iShares MSCI EAFE Index | Other assets | — | $50K – $100K | $2.5K – $5K |
| iShares MSCI Emerging Markets Index | Other assets | — | $50K – $100K | $1K – $2.5K |
| iShares Russell 2000 Index | Other assets | — | $50K – $100K | $201 – $1K |
| iShares Russell Midcap Index | Other assets | — | $50K – $100K | $201 – $1K |
| Wabtec Corporation Common Stock | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| CompleteXRM Plan Plus Online Common Stock (Americas - Customer Relationship Management Software) | Other assets | — | $50K – $100K | — |
| A condominium in Sun Valley, Idaho | Other assets | — | $50K – $100K | — |
| A condominium in Park City, Utah | Other assets | — | $50K – $100K | — |
| Avalon Advisors, LLC (Americas - Wealth Advisory) | Other assets | — | $50K – $100K | Partnership Income · $3.6K |
| iShares Russell 2000 Index | Other assets | — | $50K – $100K | $201 – $1K |
| iShares MSCI Emerging Markets Index | Other assets | — | $50K – $100K | $201 – $1K |
| iShares Select Dividend Index Fund | Other assets | — | $50K – $100K | $1K – $2.5K |
| Avalon Advisors, LLC (Americas - Wealth Advisory) | Other assets | — | $50K – $100K | Partnership Income · $3.6K |
| iShares Russell 2000 Index | Other assets | — | $50K – $100K | $201 – $1K |
| iShares MSCI Emerging Markets Index | Other assets | — | $50K – $100K | $201 – $1K |
| iShares Select Dividend Index Fund | Other assets | — | $50K – $100K | $1K – $2.5K |
| General Electric Common Stock | Other assets | — | $50K – $100K | Dividends · $5K – $15K |
| Avalon Advisors, LLC (Americas - Wealth Advisory) | Other assets | — | $50K – $100K | Partnership Income · $3.6K |
| iShares Russell 2000 Index | Other assets | — | $50K – $100K | $201 – $1K |
| iShares MSCI Emerging Markets Index | Other assets | — | $50K – $100K | $201 – $1K |
| Avenue Value Credit Fund | Other assets | — | $50K – $100K | — |
| Gold Medal Pools (U.S. - Construction) | Other assets | — | $50K – $100K | — |
| Health Catalyst, LLC (Americas - Health Care Software and Data Analytics) | Other assets | — | $50K – $100K | — |
| General Electric Common Stock | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| iShares Dow Jones Select Dividend Index DVY | Employment assets | Self | $15K – $50K | $201 – $1K |
| Occidental Petroleum (OXY) (U.S. Energy) | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| GPS Hospitality Holding Company LLC Senior Preferred Units - Series B (Americas - Quick Service Restaurants) | Other assets | — | $15K – $50K | Dividends · $5K – $15K |
| Caterpillar Inc | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| MedMountain Ventures I, LLC (Americas - Medical Technology) | Other assets | — | $15K – $50K | Dividends · $5K – $15K |
| GPS Hospitality Holding Company, LLC Senior Preferred Units - Series F (Americas - Quick Service Restaurants) | Other assets | — | $15K – $50K | Dividends · $15K – $50K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.