Investment adviser · CRD 143771
CYPRESS POINT WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $1.47B Form ADV · Item 5.F
- Client accounts
- 1,092 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 132 | $1,403,626,251 | 95.8% |
| Corporations & businesses | Fewer than 5 | $43,014,004 | 2.9% |
| Individuals | 45 | $19,045,384 | 1.3% |
Filing source
Form ADV 2047454 · Mar 30, 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
4 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.
ENTABLATURE HOUZZ, LPPrivate Equity Fund · Last reported Mar 30, 2026$7.01MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FRANK RIMERMAN & CO.
PCAOB 1596
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC0
Fund details & source
- Fund ID
- 805-1525940037
- Reported beneficial owners
- 8
- Minimum commitment
- $20K
Form ADV 2047454 · Mar 30, 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.
CSOP PALANTIR III, LPPrivate Equity Fund · Last reported Jan 24, 2022$27.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
SPICER JEFFRIES
PCAOB 349
Fund details & source
- Fund ID
- 805-4990876284
- Reported beneficial owners
- 46
- Minimum commitment
- $50K
- Form D file number
- 021-231925
Form ADV 1590588 · Jan 24, 2022 · 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.
GOLDCREST INVESTMENTS GOLDIEBLOX, LPPrivate Equity Fund · Last reported Sep 29, 2017$2.5MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7601378513
- Reported beneficial owners
- 18
- Minimum commitment
- $25K
Form ADV 1143158 · Sep 29, 2017 · 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.
GOLDCREST GOLDIEBLOX II, LPPrivate Equity Fund · Last reported Sep 29, 2017$500KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5961183286
- Reported beneficial owners
- 10
- Minimum commitment
- $25K
Form ADV 1143158 · Sep 29, 2017 · 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 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
3838 OAK LAWN AVE, SUITE 1150DALLAS, TX, 75219, United States
CRD 143771
Filing source
Form ADV 2047454 · Mar 30, 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.