CYPRESS INVESTMENT MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3CHRISTOPHER HUGHES
Co-FounderCRD 3088559
JOHN STAAB
PrincipalCRD 2038015
Kimberly Carlini
Senior Vice President, InvestmentsCRD 7575670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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