CYPRESS INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$302M
Discretionary
$302M
100% of AUM
Avg account
$2.4M
Accounts
127
Employees
6
Advisory reps
3

Firm details

Headquarters
OAKBROOK TERRACE, Illinois
CRD number
327810
Registered since
November 17, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cypress Investment Management, LLC is positioned as a manager of pooled private investment vehicles with a primary focus on private equity and real estate strategies. The firm serves institutional clients and operates under a fee model that blends a percentage-of-assets approach with performance-based fees, indicating an alignment of manager compensation with investment outcomes. Cypress is registered with the SEC (registered in 2023) and classifies itself as a private equity fund manager; its advisory activity is concentrated on portfolio management for pooled vehicles rather than direct retail advisory. The firm does not identify as an active ESG investor and is not set up as a multi-state advisory platform. Its owner structure is recorded as domestic entity / individual, and it is not described as a capital allocator or a related adviser. Given the emphasis on pooled funds and performance fees, Cypress appears to target institutional capital that seeks access to private-market exposure through managed vehicles rather than separately managed accounts.

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

Contacts

3 of 3
  • CHRISTOPHER HUGHES

    Co-FounderCRD 3088559

  • JOHN STAAB

    PrincipalCRD 2038015

  • Kimberly Carlini

    Senior Vice President, InvestmentsCRD 7575670

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

OAKBROOK TERRACE, IL

DU PAGE

Location

OAKBROOK TERRACE, IL

Headquartered in OAKBROOK TERRACE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
18W140 Butterfield Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth