Investment adviser · CRD 132498
CYPRESS WEALTH ADVISORS
Investment adviser filing (IA)
CYPRESS WEALTH ADVISORS LLC
SAN FRANCISCO, CA, United States · Form ADV filed Mar 29, 2019
- Regulatory AUM
- $576M Form ADV · Item 5.F
- Client accounts
- 267 Accounts, not individual clients
- Employees
- 8 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 | 170 | $566,600,743 | 98.3% |
| Charities | Fewer than 5 | $9,825,290 | 1.7% |
Filing source
Form ADV 1301347 · Mar 29, 2019 · 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
32 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.
CYPRESS NATURAL RESOURCES INVESTMENT FUNDS, LPOther Private Fund · Last reported Mar 29, 2019$31MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-3299681704
- Reported beneficial owners
- 51
- Minimum commitment
- $10K
- Form D file number
- 021-214299
Form ADV 1301347 · Mar 29, 2019 · 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.
CYPRESS DOMESTIC EQUITY LOW VOL II, L.P.Hedge Fund · Last reported Mar 29, 2019$24.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-4786565899
- Reported beneficial owners
- 32
- Minimum commitment
- $10K
- Form D file number
- 021-235121
Form ADV 1301347 · Mar 29, 2019 · 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.
CYPRESS REAL ESTATE FUNDS II, LPReal Estate Fund · Last reported Mar 29, 2019$21.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-5372196839
- Reported beneficial owners
- 57
- Minimum commitment
- $10K
- Form D file number
- 021-236750
Form ADV 1301347 · Mar 29, 2019 · 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.
CYPRESS DOMESTIC EQUITY LOW VOL, LPHedge Fund · Last reported Mar 29, 2019$19.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-9898062185
- Reported beneficial owners
- 22
- Minimum commitment
- $10K
- Form D file number
- 021-214320
Form ADV 1301347 · Mar 29, 2019 · 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.
CYPRESS INT'L EQUITY FUND, L.P.Hedge Fund · Last reported Mar 29, 2019$13.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-9349016904
- Reported beneficial owners
- 25
- Minimum commitment
- $10K
- Form D file number
- 021-235118
Form ADV 1301347 · Mar 29, 2019 · 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.
CYPRESS REAL ESTATE FUNDS, L.P.Real Estate Fund · Last reported Mar 29, 2019$11.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-5884045370
- Reported beneficial owners
- 57
- Minimum commitment
- $10K
- Form D file number
- 021-194106
Form ADV 1301347 · Mar 29, 2019 · 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.
CYPRESS CORE REAL ESTATE FUND, LPReal Estate Fund · Last reported Mar 29, 2019$11.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER, LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-4927954525
- Reported beneficial owners
- 32
- Minimum commitment
- $10K
- Form D file number
- 021-263199
Form ADV 1301347 · Mar 29, 2019 · 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 29, 2019. 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
101 CALIFORNIA STREET, SUITE 1025SAN FRANCISCO, CA, 94111, United States
CRD 132498
Filing source
Form ADV 1301347 · Mar 29, 2019 · 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.