Investment adviser · CRD 327810
CYPRESS INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
OAKBROOK TERRACE, IL, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $302M Form ADV · Item 5.F
- Client accounts
- 127 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 127 | $302,200,000 | 100.0% |
Filing source
Form ADV 2070296 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
NONAMEPrivate Equity Fund · Last reported Mar 25, 2026$89.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-5020058088
- Reported beneficial owners
- 15
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MSTKPrivate Equity Fund · Last reported Mar 25, 2026$74.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-4341623619
- Reported beneficial owners
- 5
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SG-TERMPrivate Equity Fund · Last reported Mar 25, 2026$9.93MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-5373486425
- Reported beneficial owners
- 8
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BB-IIPrivate Equity Fund · Last reported Mar 25, 2026$9.57MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-8799087344
- Reported beneficial owners
- 15
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LOC VIPrivate Equity Fund · Last reported Mar 25, 2026$6.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-8038554451
- Reported beneficial owners
- 2
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CO-II-VIIIPrivate Equity Fund · Last reported Mar 25, 2026$5.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-7409866059
- Reported beneficial owners
- 7
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CREDIT-VISTAPrivate Equity Fund · Last reported Mar 25, 2026$4.67MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18
Fund details & source
- Fund ID
- 805-4311168818
- Reported beneficial owners
- 12
- Minimum commitment
- $25K
Form ADV 2070296 · Mar 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
18W140 BUTTERFIELD RD, SUITE 1110OAKBROOK TERRACE, IL, 60181, United States
CRD 327810
Filing source
Form ADV 2070296 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.