CYPRESS WEALTH MANAGEMENT
CYPRESS WEALTH MANAGEMENT is a Series C+, buyout and other fund in the US investing in wealth-management, financial-planning, investment-advisory, private-equity, venture-capital, business-acquisitions, equities and etfs.
- Stages
- Series C+, buyout, other
- Sectors
- wealth-management, financial-planning, investment-advisory, private-equity, venture-capital, business-acquisitions, equities, etfs
- Invests in
- US-wide
Check size not disclosed
Thesis
Their strategies emphasize personalized financial planning, customized portfolios, and a fiduciary approach to achieve financial security and legacy planning. Some entities, like Cypress Capital Wealth Management, also advise on venture capital, private equity, and business acquisitions. Most entities operate as fee-only or fee-based Registered Investment Advisers (RIAs), emphasizing a fiduciary duty. Geographic scope is primarily the United States, with offices in multiple states. Cypress Capital Wealth Management LLC has approximately $129.29 million in AUM. Cypress Point Wealth Management LLC's portfolio value was approximately $464.27 million. Cypress Wealth Advisors, acquired in 2019, had over $500 million in AUM. Private Advisor Group, a partner, had over $35.2 billion in AUM. Typical check size for direct investments is not publicly disclosed. The Cypress Group (Private Equity) was founded in 1994 and focused on leveraged buyouts, raising approximately $3.6 billion across two funds.
Common questions
Does CYPRESS WEALTH MANAGEMENT invest at the Series C+ stage?
Yes. CYPRESS WEALTH MANAGEMENT lists Series C+, buyout and other among the stages it invests in.
Where does CYPRESS WEALTH MANAGEMENT invest?
CYPRESS WEALTH MANAGEMENT invests in the US.