Cypress Capital Group
Firm details
- Headquarters
- Palm Beach, Florida
- CRD number
- 121923
- Registered since
- January 16, 2003
- Website
- www.cypresscapgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.13%
- Individuals2.22%
- Corporations / Businesses0.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cypress Capital Group is an SEC-registered advisory corporation that has been operating since 2003. The firm is structured as a non-independent retail RIA that serves both individual and family clients as well as institutional accounts. It charges fees as a percentage of assets under management and performs traditional portfolio management for individuals, small businesses and institutional clients. The firm also acts as a capital allocator and provides manager selection services, meaning it outsources some strategies to third-party advisers rather than running every strategy in-house. Cypress does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities72%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds7%
- US Government Bonds1%
Owners & executives
3 of 3Patricio Dillon
Chief Compliance OfficerCRD 5842542
Dana Kilborne
CEOCRD 7186254
Jayaram Chigurupati
Chief Executive OfficerCRD 5708872
Contacts
3 of 10Tom Hermansen
Managing PartnerCRD 2980808
Brian Skarbek
SVP, Senior Investment OfficerCRD 2624120
Theresa Strickland
SVP, Senior Portfolio ManagerCRD 5003073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$229M in ETFs
93%
$212M
6%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.5M | 32,745 | 10.70% |
Location
Palm Beach, FL
Palm Beach
Location
Palm Beach, FL
Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 251 Royal Palm Way
- Time zone
- ET (UTC-5)
- Office locations
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