Randal K Quarles

Randal K Quarles

EXEC Former Governor & Vice Chairman for Supervision · Federal Reserve System Board of Governors

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

AssetType AmountOwner Traded Disclosed
Cynosure Partners 2020 LP Buy Over $1M Self Feb 12, 2021 10d late filing ↗
Cynosure Investment Partners Class 2020 Venture Sell $50K – $100K Self Dec 21, 2020 filing ↗

Asset holdings

Termination · filed —
Account or sectionPositionsEst. value
Other assets 245 $68M
Employment assets 10 $9.5M
Spouse's assets 5 $83K

All positions

251 positions
AssetAccount OwnerValueIncome
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
Wabtec Corporation Common Stock Other assets — $15K – $50K Dividends
Anglo International Shipping (U.K. - Maritime Shipping) Other assets — $15K – $50K —
Union Pacific Corp. UNP Other assets — $15K – $50K Dividends · $201 – $1K
Wabtec Corporation Common Stock Other assets — $15K – $50K Dividends
Anglo International Shipping (U.K. - Maritime Shipping) Other assets — $15K – $50K —
Union Pacific Corp. UNP Other assets — $15K – $50K Dividends · $201 – $1K
iShares Select Dividend Index Fund Other assets — $15K – $50K $1K – $2.5K
Wabtec Corporation Common Stock Other assets — $15K – $50K Dividends
Occidental Petroleum Common Stock (U.S. - Energy) Other assets — $15K – $50K Dividends
Anglo International Shipping (U.K. - Maritime Shipping) Other assets — $15K – $50K —
Union Pacific Corp. UNP Other assets — $15K – $50K Dividends · $1K – $2.5K
Invictus Opportunity Fund II (U.S. - Real Estate) Other assets — $15K – $50K —
SG Credit (private credit fund) Other assets — $15K – $50K Interest · $201 – $1K
Wabtec Corporation Common Stock Other assets — $15K – $50K Dividends
U.S. investment account (cash) Employment assets Self $1K – $15K Interest
U.S. retirement account (cash) Spouse's assets Spouse $1K – $15K —
Supervalu Inc. Other assets — $1K – $15K —
NTR , Inc. (Americas - Oil and Gas) Other assets — $1K – $15K —
Daniels Capital Partners Other assets — $1K – $15K Capital Gains · $5K – $15K
Reverse Mortgage Loans Eastern European countries (underlying assets below reporting thresholds) Other assets — $1K – $15K —
Sorenson Capital Fund II, LP Continuation Vehicle Other assets — $1K – $15K Capital Gains Dividends · $100K – $1M
GPS Hospitality Holding Company, LLC Senior Preferred Units - Series F (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $15K – $50K
Occidental Petroleum Common Stock (U.S. - Energy) Other assets — $1K – $15K Dividends
GPS Hospitality Holding Company, LLC Senior Preferred Units (Americas Quick Service Restaurants) Other assets — $1K – $15K Capital Gains · $5K – $15K
Occidental Petroleum Common Stock (U.S. - Energy) Other assets — $1K – $15K Dividends
GPS Hospitality Holding Company, LLC Senior Preferred Units - Series F (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $15K – $50K
GPS Hospitality Holding Company, LLC Senior Preferred Units (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $5K – $15K
GPS Hospitality Holding Comany, LLC Senior Preferred Units - Series F (Americas - Quick Service Restaurants) Other assets — $1K – $15K $15K – $50K
GPS Hospitality Holding Company, LLC Senior Preferred Units (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $2.5K – $5K
GPS Hospitality Holding Company LLC Senior Preferred Units - Series C (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $5K – $15K
GPS Hospitality Holding Company, LLC Senior Preferred Units - Series D (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $5K – $15K
GPS Hospitality Holding Company, LLC Senior Preferred Units - Series E (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $5K – $15K
GPS Hospitality Holding Company, LLC Senior Preferred Units (Americas - Quick Service Restaurants) Other assets — $1K – $15K Dividends · $2.5K – $5K
Visible Supply Chain (U.S. - Logistics) Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Visible Supply Chain (U.S. - Logistics) Other assets — Under $1K Capital Gains Dividends · Over $1M
Bank Managed IRA Account Employment assets Self — —
Marriner S. Eccles Foundation Spouse's assets Spouse — salary, director fees
Brokerage IRA Spouse's assets Spouse — —
George S. and Dolores Dore Eccles Foundation Spouse's assets Spouse — consulting fee
Spouse Revocable Trust Other assets — — —
HLKS BK Ii, LLC Other assets — — —
Cynosure GPS LLC Other assets — — Dividends
Cynosure BK II, LLC Other assets — — —
Family Trust × 6 Other assets — $0 est. —
CEP Fairview Property LLC Other assets — — —
RHLKS, LLC Other assets — — —
Fuzzy, LLC Other assets — — —
HLKS Investments, LLC Other assets — — —
Boka Science Inc. (Americas - Medical Diagnostics) Other assets — — —
ReddyPort Inc. (Americas - Medical Orthopedics) Other assets — — —
Superconductive Health, Inc. (Americas - Medical Data) Other assets — — —
LineLogic, LLC (Americas - Catheter Tubing Technology) Other assets — — —
Concha Labs (Americas - Hearing Aids) Other assets — — —
Inherent Biosciences, Inc. (Americas - Fertility Diagnostics) Other assets — — —
Pocket Naloxone Corp (Americas - Nasal Swabs) Other assets — — —
FluidX (Americas - Vascular Occlusion Technology) Other assets — — —
Emergency Scientific, LLC (Americas - Hemorrhage Treatment) Other assets — — —
Epitel, Inc. (Americas - Medical Technology) Other assets — — —
Netic Health (Americas - Medical Technology) Other assets — — —
Blyncsy, Inc (Americas - Traffic Management Software) Other assets — — —
Grow, Inc. (Americas - Business Analytics Software) Other assets — — —
Movement Ventures, Inc. (Americas - Publishing and Marketing Software) Other assets — — —
Neurala, Inc. (Americas - Network Software) Other assets — — —
ObservePoint, Inc. (Americas - Data Analytics Software) Other assets — — —
Deserve/SelfScore, Inc. (Americas - Credit Analytics Software) Other assets — — —
Canopy Tax, Inc. (Americas - Tax Accounting Software) Other assets — — —
33 Across, Inc. (Americas - Marketing Software) Other assets — — —
Cynosure Avalon Holdings I, LLC Other assets — — —
Cynosure SRAC I, LLC Other assets — — —
Cynosure Investment Partners Class 2018 Anglo Other assets — — —
Brownie, LLC - B Units Other assets — — —
Eccles Investment, LLC Other assets — — —
Hild, LLC Other assets — — —
AccessData Group, LLC (Americas - Digital Forensics) Other assets — — —
Workfront, Inc. (Americas - Project Management Software) Other assets — — —
Bamboo HR, LLC (Americas - Human Resources Software) Other assets — — —
ExpertVoice, Inc. (Americas - Business Software) Other assets — — —
RTC Aerospace, LLC (Americas - Aerospace) Other assets — — —
Wilson Electronics, Inc. (Americas - Communications Technology) Other assets — — —
Home Brands Group (Americas - Franchising) Other assets — — —
DVP LLC Other assets — — —
Fuzzy, LLC - B Units Other assets — — —
Brownie, LLC - B Units Other assets — — —
Fuzzy, LLC - C Units Other assets — — —
Cynosure Avalon Holdings I, LLC Other assets — — —
Fuzzy LLC - D Units Other assets — — —
Cynosure SRAC I LLC Other assets — — —
Fuzzy, LLC - E Units Other assets — — —
Brownie, LLC - C Units Other assets — — —
Fuzzy, LLC - B Units Other assets — — —
Brownie, LLC - B Units Other assets — — —
Fuzzy, LLC - C Units Other assets — — —
Cynosure Avalon Holdings I, LLC Other assets — — —
Fuzzy, LLC - E Units Other assets — — —
Fuzzy LLC - D Units Other assets — — —
Cynosure SRAC I LLC Other assets — — Interest
Brownie, LLC - C Units Other assets — — —
Fuzzy, LLC - B Units Other assets — — —
Brownie, LLC - B Units Other assets — — —
Fuzzy, LLC - C Units Other assets — — —
Cynosure Avalon Holdings I, LLC Other assets — — —
Fuzzy, LLC - E Units Other assets — — —
Fuzzy LLC - D Units Other assets — — —
Cynosure SRAC I LLC Other assets — — —
Brownie, LLC - C Units Other assets — — —
Cynosure Investment Partners Class 2019 Steward Other assets — — —
Cynosure Investment Partners 2019 Visible Other assets — — —
Cynosure Investment Partners 2019 Invictus Other assets — — —
Cynosure Investment Partners 2019 Avenue Value Other assets — — —
Cynosure Investment Partners 2019 GMP Other assets — — —
Cynosure Investment Partners 2019 SG Credit Other assets — — —
Riverstone CW, LLC (Americas - Real Estate) Other assets — — —
Fairways on Thunderbird (Americas - Real Estate Holding) Other assets — — —
Belvedere (Americas - Real Estate) Other assets — — —
River Forrest (Americas - Real Estate) Other assets — — —
Brighton Park (Americas - Real Estate) Other assets — — —
Houston Lake (Americas - Real Estate) Other assets — — —
Level at 401 (Americas - Real Estate) Other assets — — —
The Point at Beaufont (Americas - Real Estate) Other assets — — —
Cynosure GPS LLC Other assets — — —
Cynosure BK III, LLC Other assets — — —
Cynosure Pop I, LLC Other assets — — —
Cynosure Pop II, LLC Other assets — — —
Cynosure Savant Holdings LLC Other assets — — —
Cynosure Savant Holdings I, LLC Other assets — — —
Cynosure Prumentum LLC Other assets — — —
Cynosure Investment Partners 2019 Steward Other assets — — —
Cynosure Investment Partners 2019 Visible Other assets — — Dividends
Cynosure Investment Partners 2019 GMP Other assets — — —
Cynosure Investment Partners 2019 SG Credit Other assets — — —
Riverstone CW, LLC (Americas. - Real Estate) Other assets — — —
Fairways on Thunderbird (Americas - Real Estate) Other assets — — —
Belvedere (Americas - Real Estate) Other assets — — —
River Forrest (Americas - Real Estate) Other assets — — —
Brighton Park (Americas - Real Estate) Other assets — — —
Houston Lake (Americas - Real Estate) Other assets — — —
Level at 401 (Americas - Real Estate) Other assets — — —
The Point at Beaufont (Americas - Real Estate) Other assets — — —
VidMob, Inc. (Americas - Video Technology) Other assets — — —
Yonder (Popily, Inc.) (Americas - A.I. Software) Other assets — — —
CSDC Holdco Inc. Preferred Stock, Series A (Calytera, Inc.) (Americas - Government Operations Software) Other assets — — —
Anaconda Inc. (Americas - Data Science) Other assets — — —
Fiix Corp. Preferred Stock Series A (Americas - Management Software) Other assets — — —
X-Mode, Inc. / Digital Envoy (Americas - Location Technology) Other assets — — —
BuildGroup Data Services Inc. / Squirro (Global - Fundraising Technology) Other assets — — —
DigniFi (Americas - Software) Other assets — — —
Cybrary (Americas - Cybersecurity) Other assets — — —
Benefitfocus (Americas - Employee Benefits Management) Other assets — — —
Andela (Global - Business Software) Other assets — — —
Flowspace (Americas - Cloud Logistics) Other assets — — —
Brownie, LLC - C Units Other assets — — —

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.