Cypress Wealth Advisors LLC

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Assets, Funds, Holdings

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Cypress Wealth Advisors LLC
CRD #132498
SEC #801-63413
CIK #0001461564
AUM
Employees 8 (50% Investors, 0% Brokers)
Phone415-489-2100
Address101 California Street
San Francisco, CA 94111
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($MM)
1400112084056028002003200920162023
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Cypress Int'l Equity Fund Low Vol II LP [2016-03-30] 3.9 4.5
HF Cypress Natural Resources Investment Funds IV LP [2015-03-31] 11.7 6.1
HF Cypress Natural Resources Investment Funds III LP [2014-03-31] 5.2 3.2
PE Cypress Alternative Funds II LP [2012-03-30] 2.8 0.7
LF Cypress Debt Investment Funds Low Vol LP [2012-03-30] 26.7 4.7
PE Cypress Domestic Equity Alpha II LP [2012-03-30] 7.1
HF Cypress Domestic Equity Alpha LP [2012-03-30] 47.8 8.8
RE Cypress Real Estate Partners III LP [2012-03-30] 3.0 2.4
RE Cypress Real Estate Partners I LP [2012-03-30] 1.7
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 170 566.6
(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 9.8
(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 0.0
(n) Other 0 0.0
Total 267 576.4
By Discretionary
Discretionary 263 397.1
Non-Discretionary 4 179.4
Total 267 576.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 576.4
Total 267 576.4
Form D Directors # Filings # Firms 2011 - 2024
James Longinotti 48
Vincent Colabianchi 145
James Longinottij 2
EDGAR Form CIK 2011 - 2024
13F-HR [0001461564]
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