Cypress Creek Partners

RIASEC RegisteredEst. 2004
Total AUM
$500M
Discretionary
$420M
84% of AUM
Avg account
$33.3M
Accounts
15
Employees
9
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
129346
Registered since
January 2, 2004
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies54.26%
  • Pooled Investment Vehicles45.74%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cypress Creek Partners is organized as a limited partnership and is classified as a private equity fund manager. The firm has been SEC-registered since 2004 and serves an institutional client base. Ownership is listed as a mix of a domestic entity and an individual. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm engages in commodity pool operator/commodity trading adviser activity and is identified as a sponsor, general partner, or managing member of pooled investment vehicles. Its advisory permissions include portfolio management for investment companies and for pooled investment vehicles, as well as the selection of other advisers. Cypress Creek is not identified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • William Prather Iii

    William Prather Iii

    CIO and Founding PartnerCRD 4230316

Contacts

1 of 1
  • Frederick Teufel

    Frederick Teufel

    DirectorCRD 2092408

Wealth teams

FINTRX

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

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
712 W 34th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth