CYPRESS POINT CAPITAL MANAGEMENT, LLC
  • CYPRESS POINT CAPITAL MANAGEMENT, LLC
  • CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 09/24/2014
Other registrations (1)
Contact Info 917 xxxxxxx
Websites
AUM* 184,400,000 6%
of that, discretionary 34,400,000 31%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 23,050,000 -20%
% High Net Worth 87.50% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

150M 129M 107M 86M 64M 43M 21M
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