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 |
Employment assets
10 positions, as filed · back to all 260| Asset | Owner | Value | Income |
|---|---|---|---|
| Bank Managed IRA Account | Self | — | — |
| U.S. investment account (cash) | Self | $1K – $15K | Interest |
| SPDR S&P 500 SPY | Self | $100K – $250K | $2.5K – $5K |
| iShares MSCI EAFE Index EFA | Self | $100K – $250K | $2.5K – $5K |
| iShares Russell 2000 Index IWM | Self | $50K – $100K | $201 – $1K |
| iShares MSCI Emerging Markets Index EEM | Self | $50K – $100K | $201 – $1K |
| iShares Dow Jones Select Dividend Index DVY | Self | $15K – $50K | $201 – $1K |
| Avalon Advisors, LLC, carried interest (Americas - wealth advisory) (See Part 3, Item 1) | Self | $1M – $5M | — |
| GPS Hospitality Holding Company LLC, carried interest (Americas - Quick Service Restaurants) (See Part 3, Item 1) | Self | $1M – $5M | — |
| Savant Capital Management, LLC, carried interest (Americas - Wealth Advisory) (See Part 3, Item 1) | Self | $1M – $5M | — |
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.