Cypress Capital Management US Limited

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

Firm details

Headquarters
Vancouver,
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 corporation that operates as a non-independent retail registered investment adviser. The firm has been SEC-registered since 2006 and is owned by a mix of a foreign entity and an individual. Its client base is focused on individuals and families, and it charges fees based on a percentage of assets under management. The firm's stated advisory activity is portfolio management for individuals and small businesses. It reports no active ESG investing focus, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Industry affiliations include relationships with a broker-dealer and another investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

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Contacts

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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, null

Location

Vancouver, null

Headquartered in Vancouver, null.

Address
1055 West Georgia Street
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth