CYPRESS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SHERIDAN, Wyoming
- CRD number
- 130401
- Registered since
- February 20, 2004
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.16%
- Individuals33.59%
- Charitable Organizations7.83%
- Corporations / Businesses2.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cypress Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2004. The firm is owned by an individual and serves both individual & family clients and institutional/business clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Cypress is not positioned as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status. The firm was recognized by Citywire in 2020 as one of its "50 Growers Across America," a nod to its growth profile at that time.
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 Equities84%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds6%
- US Government Bonds1%
Owners & executives
1 of 1MATTHEW EBZERY
Founder & Chief Investment OfficerCRD 5196355
Contacts
2 of 2DENISE EBZERY
Compliance OfficerCRD 7864161
KRISTIN HERBST
Investment AdvisorCRD 6138571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$12.1M in ETFs
88%
$10.6M
8%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $2.8M | 52,977 | 22.99% |
Location
SHERIDAN, WY
SHERIDAN
Location
SHERIDAN, WY
Headquartered in SHERIDAN, WY, in the West of the United States.
- Region
- West
- County
- SHERIDAN
- Address
- 312 Whitney Ln
- Time zone
- MT (UTC-7)
- Office locations
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