Cypress Lane Advisors

Overview

Cypress Lane Advisors is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm charges a mix of percentage-of-AUM fees and hourly planning fees and identifies itself as an active ESG investor, which suggests environmental, social and governance factors are incorporated into security selection and manager screening. Investment activity tilts conservative in practice: the firm holds a large portion of assets in cash and cash equivalents while maintaining access to traditional pooled vehicles and third-party alternative managers. For client portfolios Cypress Lane uses mutual funds and separately managed account (SMA) structures for core exposure, and complements those with allocations to external alternative managers across hedge funds, real estate, commodities, digital currency and oil & gas where appropriate to a client’s objectives and risk tolerance. Custody is split among major custodians, which supports a mix of managed accounts and fund holdings while allowing the firm to place or access external alternative managers outside the traditional brokerage platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices