|
⚲
|
| Cypress Asset Management Inc
✚
| |
|---|---|
| CRD # | 106593 |
| SEC # | 801-51814 |
| CIK # | |
| AUM | $348.1 MM (2024-05-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 713-512-2100 |
| Address | 4550 Post Oak Place Drive Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 14.2 |
| (b) Individuals (high net worth individuals) | 50 | 216.4 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 44.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 73.0 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 348.1 |
| By Discretionary | ||
| Discretionary | 122 | 342.8 |
| Non-Discretionary | 1 | 5.3 |
| Total | 123 | 348.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.1 | |
| Total | 123 | 348.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Independence Financial Advisors LLC
✚
|
NH | 0.3 |
|
Oak Asset Management LLC
✚
|
CA | 0.3 |
|
US Financial Advisors LLC
✚
|
MA | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.3 |
|
Hoxton Planning & Management LLC
✚
|
WV | 0.3 |
|
Hillcrest Wealth Advisors - NY LLC
✚
|
NJ | 0.3 |
|
Arcataur Capital Management LLC
✚
|
WI | 0.3 |
|
BCR Wealth Strategies LLC
✚
|
AL | 0.3 |
|
Virtera Partners LLC
✚
|
OH | 0.3 |