Cypress Point Investment Management LP
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 316549
- Registered since
- December 9, 2024
- Website
- www.cypresspointlp.com
- Custodians
- CITI PRIVATE BANK, MORGAN STANLEY & CO.INTERNATIONAL PLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Sovereign Wealth Funds77.29%
- Pooled Investment Vehicles22.71%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cypress Point Investment Management LP is organized as a limited partnership and operates as a hedge fund adviser and operator of pooled vehicles. The firm is SEC-registered (2024) and serves an institutional client base. Its advisory remit includes portfolio management for pooled investment vehicles and for businesses or institutions, and it is identified as a CPO/CTA and as a sponsor/GP or managing member of pooled vehicles. Fee arrangements cover a mix of percentage-of-AUM, fixed fees and performance-based fees. Cypress Point is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Brenden Smith
Managing PartnerCRD 3273142
Ashley Fizzarotti
CRD 8308126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 100 Shoreline Hwy
- Time zone
- PT (UTC-8)
- Office locations
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