Cypress Capital Management US Limited
Firm details
- Headquarters
- Vancouver, British Columbia,
- CRD number
- 139037
- Registered since
- April 6, 2006
- Website
- cypresscap.com
- 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
FINTRXOverview
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
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 Equities90%
- Investment Grade Corp Bonds5%
- Sovereign Bonds3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Mark Adams
Chief Legal Officer, Corporate SecretaryCRD 6561865

Jennifer Wood
Chief Compliance OfficerCRD 7579934
Contacts
3 of 4
Blake Goldring
Executive ChairmanCRD 5031946

Judith Goldring
Head of Global DistributionCRD 5178293

Thomas Dean
President & Managing DirectorCRD 5102352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, British Columbia, null
Location
Vancouver, British Columbia, null
Headquartered in Vancouver, British Columbia, null.
- Address
- 1055 W Georgia St
- Office locations
Similar firms
1230 Advisors, LLC
RIAPound Ridge, NY
Account Management, LLC
RIAArcadius Capital Partners Inc.
RIADillow Wealth Management LLC
RIAOak Brook, IL
Milinovich & Co, Inc
RIAWaynesburg, PA