Cypress Associates
Firm details
- Headquarters
- New York, New York
- CRD number
- 130252
- Registered since
- August 24, 2004
- Website
- www.cyprs.com
Firm profile
FINTRXOverview
Cypress Associates is organized as a limited liability company and is classified in the source data as an investment bank. The firm has been SEC-registered since 2004 and is owned by an individual. The record indicates Cypress Associates does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available profile. The dataset does not include details about the firm's advisory services, fee structure, client segments, or specific business activities, so the public profile focuses on its regulatory classification and basic organizational attributes.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13
David Montero-rosen
Managing DirectorCRD 1146696
Charles Samkoff
Managing DirectorCRD 2449689

Steven Kirkpatrick
Managing DirectorCRD 2210862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 52 Vanderbilt Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Morgan Stanley Distribution, Inc.
Broker-DealerNew York, NY
Cantor Fitzgerald & Co
Broker-DealerNew York, NY
Goldman Sachs & Co LLC
Broker-DealerNew York, NY
Akin Bay Company LLC
Broker-DealerNew York, NY
NH Investment & Securities America, Inc.
Broker-DealerNew York, NY
Oppenheimer & Co Inc.
Broker-DealerNew York, NY