CYPRESS CAPITAL PARTNERS, LLC
  • CYPRESS CAPITAL PARTNERS, LLC
  • LAKESIDE CAPITAL ADVISORS, LLC

Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 06/09/2006
ADV Location CHICAGO, IL, United States
Contact Info 312 xxxxxxx
AUM* 464,414,004 2%
of that, discretionary 464,414,004 6%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 8,762,528 -10%
% High Net Worth 93.75% -6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

464M 398M 332M 265M 199M 133M 66M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary