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CYPRESS POINT CAPITAL MANAGEMENT, LLC
CRD 167195 · SEC 801-80324
Corporate platformLLC
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.4M
Discretionary AUM
$34.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)ASSET ALLOCATION MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $14.1M |
| Charitable organizations | 1 | $170.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD