CYPRESS FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SHREVEPORT, Louisiana
CRD number
336224
Registered since
August 21, 2025

Firm profile

FINTRX

Overview

Cypress Fund Management, LLC is a limited liability company that operates in the financial advisory space. The firm focuses on various investment activities and has a specific interest in manager allocation, although detailed preferences have not been disclosed. As a newly formed adviser, Cypress Fund Management is still establishing its presence in the industry. The firm does not engage in capital allocation and is not classified under any specific category, which may indicate a more flexible approach to investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • BENJAMIN ISRAEL

    EngineerCRD 5806052

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHREVEPORT, LA

CADDO

Location

SHREVEPORT, LA

Headquartered in SHREVEPORT, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.

Metro area
Shreveport-Bossier City-Minden, LA
Region
South
County
CADDO
Address
330 Marshall St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth