Cypress Point Capital Management, LLC

Overview

Cypress Point Capital Management, LLC is a small, advisor-owned wealth management firm focused on portfolio management for individuals and small businesses. Registered with the SEC in 2014, the firm leans heavily toward equity-focused strategies: its filings show a clear preference for exchange-traded equities and separately managed account structures. Advisory relationships appear bespoke and concentrated, with a fee model that combines a percentage-of-AUM component and fixed fees rather than commission-based brokerage. The firm serves both high-net-worth individuals and institutional clients, operating primarily in non-discretionary mandates. It is not positioned as an active ESG investor, is not a multi-state adviser, and does not register as a pension consultant. Investment activity centers on equity exposures supplemented by third-party real estate allocations and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices