Investment adviser · CRD 316549
CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY, CA, United States · Form ADV filed Aug 25, 2025
- Regulatory AUM
- $284M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2024 | $283,866,958 | 4 | Mar 31, 2025 |
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 |
|---|---|---|---|
| Sovereign wealth & foreign institutions | 1 | $182,505,627 | 64.3% |
| Pooled investment vehicles | 3 | $101,361,331 | 35.7% |
Filing source
Form ADV 2010311 · Aug 25, 2025 · Item 5.D
Reported by CYPRESS POINT INVESTMENT MANAGEMENT LP (CRD 316549).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
KPMG - FOR FEEDER
Auditor · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
2 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
CYPRESS POINT TECHNOLOGY FUND LPHedge Fund · Master$59.1MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG - FOR FEEDER
PCAOB 1323
KPMG LLP
PCAOB 185
MORGAN STANLEY & CO. LLC
SEC 8-15869
Fund details & source
- Fund ID
- 805-8311071651
- Reported beneficial owners
- 55
- Minimum commitment
- $1M
- Form D file number
- 021-421876
Form ADV 2010311 · Aug 25, 2025 · Schedule D 7.B.(1)
Reported by CYPRESS POINT INVESTMENT MANAGEMENT LP (CRD 316549).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CYPRESS POINT LONG OPPORTUNITIES FUND LPHedge Fund$42.3MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG
PCAOB 185
MORGAN STANLEY & CO. LLC
SEC 8-15869
PINE DISTRIBUTORS LLC
CRD 323408 · SEC 8-71004
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-5188979579
- Reported beneficial owners
- 10
- Minimum commitment
- $1M
- Form D file number
- 021-456057
Form ADV 2010311 · Aug 25, 2025 · Schedule D 7.B.(1)
Reported by CYPRESS POINT INVESTMENT MANAGEMENT LP (CRD 316549).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 31, 2025 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 2010311 · Aug 25, 2025 · Items 1 & 5
Reported by CYPRESS POINT INVESTMENT MANAGEMENT LP (CRD 316549).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $284M
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
100 SHORELINE HIGHWAY, SUITE B375MILL VALLEY, CA, 94941, United States
CRD 316549
Filing source
Form ADV 2010311 · Aug 25, 2025 · Items 1 & 5
Reported by CYPRESS POINT INVESTMENT MANAGEMENT LP (CRD 316549).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.