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| Cypress Point Wealth Management LLC
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|---|---|
| CRD # | 143771 |
| SEC # | 801-67840 |
| CIK # | 0001825611 |
| AUM | 1,465.7 M (2026-03-30) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 214-736-8887 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 108.1 | ||
| Apple Inc | 7.7 | ||
| Nvidia Corp | 4.0 | ||
| KLA Tencor Corp | 3.9 | ||
| Alphabet Inc | 3.2 | ||
| Microsoft Corp | 2.8 | ||
| Facebook Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | CG-4 Feeder LP | [2026-03-30] | 5.3 M | 5.3 M |
| Offered $12,000,000 · Filed 2025-11-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining $6,690,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Cypress Goldcrest Fund III Feeder LP | [2022-03-31] | 5.5 M | 9.0 M |
| Offered $5,500,000 · Filed 2021-07-27 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Entablature Houzz LP | 2020-03-24 | 7.0 M | |
| PE | CSOP Palantir III LP | [2017-09-29] | 27.7 M | |
| Offered $10,500,000 · Filed 2015-01-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $10,500,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Goldcrest Goldieblox II LP | 2017-09-29 | 0.5 M | |
| PE | Goldcrest Investments Goldieblox LP | 2017-09-29 | 2.5 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 19.0 |
| (b) Individuals (high net worth individuals) | 132 | 1,403.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 43.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,092 | 1,465.7 |
| By Discretionary | ||
| Discretionary | 993 | 1,260.1 |
| Non-Discretionary | 99 | 205.6 |
| Total | 1,092 | 1,465.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,465.7 | |
| Total | 1,092 | 1,465.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Adam Ross | Executive Officer | 46 | 4 | |
| Cypress Point Wealth Management | Executive Officer | 2 | 1 | |
| N Cypress Lgc SPV LLC | Executive Officer | 1 | 1 | |
| James Kull | Executive Officer | 1 | 1 | |
| Goldcrest Management LLC | Executive Officer | 1 | 1 | |
| Cypress Lgc SPV LLC | Executive Officer | 1 | 1 | |
| Goldcrest Palantir GP LLC | Director | 1 | 1 | |
| F James | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001825611] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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