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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Cypress Point Wealth Management LLC
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| CRD # | 143771 |
| SEC # | 801-67840 |
| CIK # | 0001825611 |
| AUM | $1.1 B (2025-06-05) |
| Employees | 22 (18% Investors, 0% Brokers) |
| Phone | 214-736-8887 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 168.1 | ||
| Exxon Mobil Corp | 4.5 | ||
| Facebook Inc | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Cypress Goldcrest Fund III Feeder LP | [2022-03-31] | 5.5 | 3.5 |
| PE | Entablature Houzz LP | 2020-03-24 | 7.0 | |
| PE | CSOP Palantir III LP | [2017-09-29] | 0.0 | 27.7 |
| PE | Goldcrest Goldieblox II LP | 2017-09-29 | 0.5 | |
| PE | Goldcrest Investments Goldieblox LP | 2017-09-29 | 2.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 19.2 |
| (b) Individuals (high net worth individuals) | 123 | 1,009.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 10.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 9.0 |
| (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 | 3 | 25.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,026 | 1,073.1 |
| By Discretionary | ||
| Discretionary | 933 | 933.3 |
| Non-Discretionary | 93 | 139.8 |
| Total | 1,026 | 1,073.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,073.1 | |
| Total | 1,026 | 1,073.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Adam Ross | 43 | ||
| Goldcrest Management LLC | 1 | ||
| N Cypress Lgc SPV LLC | 1 | ||
| Cypress Point Wealth Management | 1 | ||
| Goldcrest Palantir GP LLC | 1 | ||
| F James | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001825611] |
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|---|---|---|
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OH | 1.2 |
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Ironview Capital Management LLC
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PA | 1.1 |
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Henry H Armstrong Associates Inc
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PA | 1.1 |
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Monogram Capital Management LP
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CA | 1.1 |
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Trinity Alps Capital Partners LP
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CA | 1.1 |
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Oakridge Management Group LLC
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CT | 1.1 |
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Pharos Capital Group LLC
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TN | 1.1 |
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Shade Tree Advisors LLC
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NY | 1.0 |
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Hunter Perkins Capital Management LLC
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IL | 1.0 |
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Berkeley Capital Partners LLC
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GA | 1.0 |