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| Cypress Point Wealth Management LLC
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|---|---|
| CRD # | 143771 |
| SEC # | 801-67840 |
| CIK # | 0001825611 |
| AUM | $1.5 B (2026-03-30) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 214-736-8887 |
| Address | 3838 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001825611 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 108.1 | ||
| Apple Inc | 7.7 | ||
| Nvidia Corp | 4.0 | ||
| KLA Tencor Corp | 3.9 | ||
| Alphabet Inc | 3.2 | ||
| Microsoft Corp | 2.8 | ||
| Facebook Inc | 2.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | CG-4 Feeder LP | [2026-03-30] | 5.3 | 5.3 |
| VC | Cypress Goldcrest Fund III Feeder LP | [2022-03-31] | 5.5 | 9.0 |
| PE | Entablature Houzz LP | 2020-03-24 | 7.0 | |
| PE | CSOP Palantir III LP | [2017-09-29] | 0.0 | 27.7 |
| PE | Goldcrest Goldieblox II LP | 2017-09-29 | 0.5 | |
| PE | Goldcrest Investments Goldieblox LP | 2017-09-29 | 2.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 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 | 46 | 4 | ||
| Cypress Point Wealth Management | 2 | 1 | ||
| N Cypress Lgc SPV LLC | 1 | 1 | ||
| James Kull | 1 | 1 | ||
| Goldcrest Management LLC | 1 | 1 | ||
| Cypress LGC SPV LLC | 1 | 1 | ||
| Goldcrest Palantir GP LLC | 1 | 1 | ||
| F James | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001825611] |
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|---|---|---|
|
Sargent Investment Group LLC
✚
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MD | 1.5 |
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Shade Tree Advisors LLC
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NY | 1.5 |
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OH | 1.4 |
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Double Eagle Family Offices LLC
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Ironview Capital Management LLC
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Oakridge Management Group LLC
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CT | 1.4 |
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Hunter Associates Investment Management LLC
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PA | 1.3 |
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Marble Harbor Investment Counsel LLC
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MA | 1.3 |
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Newport Capital Group LLC
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NJ | 1.3 |
|
McDonald Partners LLC
✚
|
OH | 1.3 |