CYPRESS POINT WEALTH MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 22 4.76%
of those in investment advisory functions 4 33.33%
Registration SEC, Approved, 04/24/2007
AUM* 1,073,078,125 74.22%
of that, discretionary 933,268,543 78.84%
Private Fund GAV* 7,011,036 -25.17%
Avg Account Size 1,045,885 49.26%
% High Net Worth 69.89% 0.66%
SMA’s Yes
Private Funds 2
Contact Info 214 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

626M 537M 447M 358M 268M 179M 89M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$7,011,036
Fund TypeVenture Capital Fund Count1 GAV$

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