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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cypress Wealth Management LLC
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|---|---|
| CRD # | 324524 |
| SEC # | 801-128859 |
| CIK # | |
| AUM | $235.8 M (2025-05-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 224-330-9662 |
| Address | 18W140 Butterfield Road, Suite 1110 Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Chg-Mstk LLC | 2023-09-08 | 30.1 | |
| PE | Chg-Noname Capital LLC | 2023-09-08 | 138.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 10.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 138.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 86.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 235.8 |
| By Discretionary | ||
| Discretionary | 64 | 235.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 235.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.8 | |
| Total | 64 | 235.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adalta Capital Management LLC
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|
NY | 0.3 |
|
City Different Holdings LP
✚
|
NM | 0.3 |
|
Galliott Capital Advisors LLC
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|
CA | 0.3 |
|
Weathervane Asset Management LLC
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|
FL | 0.3 |
|
Pearson Creek Capital Management LLC
✚
|
IL | 0.2 |
|
Outrunner Capital LLC
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|
TX | 0.2 |
|
Alerce Investment Management LP
✚
|
IL | 0.2 |
|
Ninth Eternity Asset Management LLC
✚
|
MA | 0.2 |
|
Heights LLC
✚
|
CA | 0.2 |
|
Reicon Wealth Advisors LLC
✚
|
GA | 0.2 |