Investment adviser · CRD 324524

CYPRESS WEALTH MANAGEMENT

Investment adviser filing (IA)

CYPRESS WEALTH MANAGEMENT, LLC

OAKBROOK TERRACE, IL, United States · Form ADV filed Mar 20, 2026

Regulatory AUM
$283M
Form ADV · Item 5.F
Client accounts
50
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$156,000,00055.2%
Charities5$94,700,00033.5%
High-net-worth individuals6$32,000,00011.3%
Filing source

Form ADV 2071199 · Mar 20, 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CHG-NONAME CAPITAL LLCPrivate Equity Fund · Last reported Mar 20, 2026$171MGross asset value
Auditor COHNREZNICK LLP NEW YORK, New York, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

CHARLES SCHWAB & CO., INC.
SEC 8-16514

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

Fund details & source
Fund ID
805-4772798269
Reported beneficial owners
15
Minimum commitment
$25K

Form ADV 2071199 · Mar 20, 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.

CHG-MSTK LLCPrivate Equity Fund · Last reported Dec 4, 2024$30.1MGross asset value
Auditor COHNREZNICK LLP NEW YORK, New York, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

CHARLES SCHWAB & CO., INC.
SEC 8-16514

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

Fund details & source
Fund ID
805-7504977521
Reported beneficial owners
2
Minimum commitment
$25K

Form ADV 1917752 · Dec 4, 2024 · 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 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed

Principal office

18W140 BUTTERFIELD ROAD, SUITE 1110
OAKBROOK TERRACE, IL, 60181, United States

CRD 324524

Filing source

Form ADV 2071199 · Mar 20, 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.