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CYPRESS PATH CAPITAL, LLC
CRD 133975 · SEC 801-64316
200 CLOCKTOWER PLACE, SUITE E-208, CARMEL, CA, 93923, United States
Phone
(831) 625-1530
Fax
(831) 625-1531
Registration
— (—)
Source
State registered
Total AUM
$81.6M
Discretionary AUM
$80.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $8.2M |
| High net worth individuals | 43 | $72.2M |
| Charitable organizations | 2 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD