Cypress Capital Management US Limited

RIASEC RegisteredEst. 2006
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$1.8M
Accounts
58
Employees
11
Advisory reps
6

Firm details

Headquarters
Vancouver, British Columbia,
CRD number
139037
Registered since
April 6, 2006
Custodians
RAYMOND JAMES & ASSOCIATES, INC., SCOTIA PRIVATE CLIENT GROUP
Fee structure
Percentage of AUM
Client types
  • HNWI96.02%
  • Individuals3.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cypress Capital Management US Limited is a SEC-registered corporate adviser that focuses on portfolio management for individual and family clients as well as small businesses. The firm, registered in 2006, is owned by a combination of a foreign entity and an individual and charges clients on a percentage-of-AUM basis. Its reported activities do not include pension consulting, multi-state advisory registration, or affiliation as a related adviser. Cypress is not identified as an active ESG investor. Industry affiliations include relationships with a broker-dealer and classification as an investment adviser under “other” categories.

Assets & Accounts

Public Holdings

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Investment Grade Corp Bonds 5%, Sovereign Bonds 3%, US Government Bonds 1%, Cash & Cash Equivalents 1%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds5%
  • Sovereign Bonds3%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Mark Adams

    Mark Adams

    Chief Legal Officer, Corporate SecretaryCRD 6561865

  • Jennifer Wood

    Jennifer Wood

    Chief Compliance OfficerCRD 7579934

Contacts

3 of 4
  • Blake Goldring

    Blake Goldring

    Executive ChairmanCRD 5031946

  • Judith Goldring

    Judith Goldring

    Head of Global DistributionCRD 5178293

  • Thomas Dean

    Thomas Dean

    President & Managing DirectorCRD 5102352

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Vancouver, British Columbia, null

Location

Vancouver, British Columbia, null

Headquartered in Vancouver, British Columbia, null.

Address
1055 W Georgia St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth