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| Cypress Wealth Management LLC
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|---|---|
| CRD # | 324524 |
| SEC # | 801-128859 |
| CIK # | |
| AUM | 282.7 M (2026-03-20) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 331-307-7444 |
| Address | 18W140 Butterfield Road, Suite 1110 Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CHG-MSTK LLC | 2023-09-08 | 30.1 M | |
| PE | CHG-Noname Capital LLC | 2023-09-08 | 170.7 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 32.0 |
| (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 | 1 | 156.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 94.7 |
| (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 | 50 | 282.7 |
| By Discretionary | ||
| Discretionary | 50 | 282.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 282.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.7 | |
| Total | 50 | 282.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 305.5 M |
|
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|
Pearson Creek Capital Management LLC
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|
Beatrice Advisors LP
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|
Brookline Investments Inc
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|
Kubhera Enterprises LLC
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|
Chapel Bridge Wealth Advisors LLC
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|
PR | 273.6 M |
|
Athos Private Wealth LLC
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|
UT | 268.5 M |
|
AG Dillon Asset Management LP
✚
|
NY | 262.0 M |
|
Tritonpoint Capital LLC
✚
|
MD | 250.2 M |