Black Cypress Capital
Firm details
- Headquarters
- ,
- CRD number
- 151100
- Registered since
- June 19, 2020
- Website
- blackcypresscapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.39%
- Charitable Organizations15.17%
- Individuals13.07%
- Corporations / Businesses3.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Black Cypress Capital is an independent, SEC-registered registered investment adviser organized as an LLC and formed before 2020. The firm serves individual and family clients, offering portfolio management for both private individuals/small businesses and for business or institutional clients. Its advisory fees combine a percentage-of-assets model with performance-based fees. The firm does not market itself as an ESG investor and is not structured as a multi-state adviser or separate capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Alan Hartley
Founder & CEOCRD 5554735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$5.9M in ETFs
100%
$5.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $1.6M | 16,408 | 27.02% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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