CYPRESS INVESTMENT MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 07/29/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 11/17/2023
AUM* 272,300,000
of that, discretionary 272,300,000
Private Fund GAV* 272,176,085 87.99%
Avg Account Size 4,322,222
SMA’s No
Private Funds 108
Contact Info (22 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count108 GAV$272,176,085

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Brochure Summary

Overview

A. Firm Information Cypress Investment Management, LLC (“CIM” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission. The Advisor is organized as a Limited Liability Company (LLC) under the laws of the State of Delaware. CIM was founded in December 2022 and is owned by WISLIM Investments LLC and MAWO Capital I LLC. The Advisor is operated by Christopher Hughes (Managing Principal and Chief Investment Officer) and John Staab (Principal, Investor Relations Manager). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by CIM. B. Advisory Services Offered The Advisor provides investment management services to pooled investment vehicles (each a “Fund” and collectively the “Funds”). These services are detailed in the offering documents for each Fund, which include as applicable, operating agreements, subscription agreements, and all amendments, supplements and/or addenda thereto (“Offering Documents”). The Advisor manages each Fund based on the investment objectives, policies and guidelines as set forth in the respective Offering Documents and not in accordance with the individual needs or objectives of any particular investor therein.
Each prospective investor interested in investing in a Fund is required to complete a subscription agreement in which the prospective investor attests as to whether or not such prospective investor meets the qualifications to invest in the Fund and further acknowledges and accepts the various risk factors associated with such an investment. In general, investors in the Funds are not permitted to impose restrictions or limitations. However, the Advisor has, and may again in the future, enter into side letter agreements with one or more investors that alter, modify, or change the terms of interest held by investors. Certain types of side letters create a conflict of interest among the Advisor and investors, and/or between investors themselves. For more detailed information on investment objectives, policies, and guidelines, please refer to the respective Fund’s Offering Documents. C. Wrap Fee Programs The Advisor does not manage or place assets into a wrap fee program. Portfolio management services are provided directly by the Advisor. D. Assets Under Management As of December 31, 2023, the Advisor manages approximately $272,300,000 of client assets on a discretionary basis. Clients may request more current information at any time by contacting the Advisor.