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| Cypress Wealth Advisors LLC
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| CRD # | 132498 |
| SEC # | 801-63413 |
| CIK # | 0001461564 |
| AUM | |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-489-2100 |
| Address | 101 California Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001461564 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 4.4 | ||
| Facebook Inc | 4.2 | ||
| Williams Companies Inc | 3.4 | ||
| Enterprise Products Partners L P | 2.9 | ||
| Philip Morris International Inc | 2.8 | ||
| Western Gas Equity Partners LP | 2.5 | ||
| Lyft Inc | 2.4 | ||
| Pfizer Inc | 2.1 | ||
| Genesis Energy LP | 2.1 | ||
| Altria Group Inc | 2.1 | ||
| Plains GP Holdings LP | 1.8 | ||
| Plains All American Pipeline LP | 1.7 | ||
| Targa Resources Corp | 1.7 | ||
| MPLX LP | 1.7 | ||
| Microsoft Corp | 1.5 | ||
| Apple Inc | 1.4 | ||
| Bristol Myers Squibb Co | 1.4 | ||
| Johnson & Johnson | 1.4 | ||
| 3M Co | 1.4 | ||
| Alexandria Real Estate Equities Inc | 1.2 | ||
| Antero Midstream GP LP | 1.2 | ||
| Chevron Corp | 1.2 | ||
| Union Pacific Corp | 1.2 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Cypress Int'l Equity Fund Low Vol II LP | [2016-03-30] | 3.9 M | 4.5 M |
| Filed 2017-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| HF | Cypress Natural Resources Investment Funds IV LP | [2015-03-31] | 11.7 M | 6.1 M |
| Filed 2017-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| HF | Cypress Natural Resources Investment Funds III LP | [2014-03-31] | 5.2 M | 3.2 M |
| Filed 2017-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000 | ||||
| PE | Cypress Alternative Funds II LP | [2012-03-30] | 2.8 M | 0.7 M |
| Offered $2,752,126 · Filed 2017-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| LF | Cypress Debt Investment Funds Low Vol LP | [2012-03-30] | 26.7 M | 4.7 M |
| Filed 2017-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| PE | Cypress Domestic Equity Alpha II LP | [2012-03-30] | 7.1 M | |
| HF | Cypress Domestic Equity Alpha LP | [2012-03-30] | 47.8 M | 8.8 M |
| Filed 2018-03-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets $25,000,001 - $50,000,000 | ||||
| RE | Cypress Real Estate Partners III LP | [2012-03-30] | 3.0 M | 2.4 M |
| Offered $2,975,000 · Filed 2018-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration One year or less · Net Assets $1 - $5,000,000 | ||||
| RE | Cypress Real Estate Partners I LP | [2012-03-30] | 1.7 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Longinotti | Executive Officer | 48 | 4 | |
| Vincent Colabianchi | Executive Officer | 145 | 3 | |
| James Longinottij | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001461564] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |