Investment adviser · CRD 160746

CYPRIUM PARTNERS

Investment adviser filing (IA)

CYPRIUM INVESTMENT PARTNERS LLC

CLEVELAND, OH, United States · Form ADV filed Jul 6, 2026

Regulatory AUM
$760M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
14
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 vehicles5$760,188,529100.0%
Filing source

Form ADV 2117606 · Jul 6, 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

8 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.

CYPRIUM INVESTORS V LPPrivate Equity Fund · Last reported Jul 6, 2026$164MGross asset value
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, 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

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-8006496438
Reported beneficial owners
23
Minimum commitment
$200K
Form D file number
021-1720862

Form ADV 2117606 · Jul 6, 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.

CYPRIUM PARALLEL INVESTORS V LPPrivate Equity Fund · Last reported Jul 6, 2026$161MGross asset value
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

Fund details & source
Fund ID
805-1465759984
Reported beneficial owners
17
Minimum commitment
$50K
Form D file number
021-1720862

Form ADV 2117606 · Jul 6, 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.

CYPRIUM INVESTORS IV LPPrivate Equity Fund · Last reported Jul 6, 2026$133MGross asset value

Form D fundraising filings

Cyprium Investors IV LP

Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Marketer CSP SECURITIES, LP DALLAS, Texas, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

CSP SECURITIES, LP
CRD 136941 · SEC 8-67051

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

Fund details & source
Fund ID
805-1497775347
Reported beneficial owners
52
Minimum commitment
$250K
Form D file number
021-186256

Form ADV 2117606 · Jul 6, 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.

CYPRIUM SBIC I LPPrivate Equity Fund · Last reported Jul 6, 2026$53.5MGross asset value

Form D fundraising filings

Cyprium SBIC I LP

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Marketer INDEPENDENT INVESTMENT BANKERS CORP. AUSTIN, Texas, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

INDEPENDENT INVESTMENT BANKERS CORP.
CRD 154134

Fund details & source
Fund ID
805-3437877030
Reported beneficial owners
38
Minimum commitment
$100K
Form D file number
021-493718

Form ADV 2117606 · Jul 6, 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.

CYPRIUM INVESTORS VI LPPrivate Equity Fund · Last reported Jul 6, 2026$33.3MGross asset value

Form D fundraising filings

Cyprium Investors VI LP

Feeder funds

  • CYPRIUM VI FEEDER LP
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

Fund details & source
Fund ID
805-9259727880
Reported beneficial owners
8
Minimum commitment
$500K
Form D file number
021-533521

Form ADV 2117606 · Jul 6, 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.

CYPRIUM INVESTORS III LPPrivate Equity Fund · Last reported Mar 28, 2019$1.82MGross asset value
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, 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

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-6812220995
Reported beneficial owners
28
Minimum commitment
$50K
Form D file number
021-91353

Form ADV 1301892 · Mar 28, 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.

CYPRIUM INVESTORS II LPPrivate Equity Fund · Last reported Mar 29, 2016$626KGross asset value
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, 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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-3880858524
Reported beneficial owners
22
Minimum commitment
$200K
Form D file number
021-55237

Form ADV 1003982 · Mar 29, 2016 · 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: Jul 6, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1300 EAST 9TH STREET, SUITE 1650
CLEVELAND, OH, 44114, United States

CRD 160746

Filing source

Form ADV 2117606 · Jul 6, 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.