CYPRESS POINT INVESTMENT MANAGEMENT LP

RIASEC RegisteredEst. 2024
Total AUM
$512M
Discretionary
$512M
100% of AUM
Avg account
$128M
Accounts
4
Employees
4
Advisory reps
1

Firm details

Headquarters
MILL VALLEY, California
CRD number
316549
Registered since
December 9, 2024
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

FINTRX

Overview

Cypress Point Investment Management LP is a hedge-fund–oriented adviser that runs pooled investment vehicles and provides portfolio management for institutional businesses and institutions. The firm is registered with the SEC in 2024 and performs CPO/CTA-type activities, indicating it can manage commodity pool or managed-futures exposure alongside traditional strategies. Its client base is concentrated and institutional; Cypress Point operates as sponsor, general partner and managing member of its pooled vehicles rather than as a broad capital allocator. Investment activity is weighted toward listed equities, but the firm also manages private pooled vehicles (hedge funds) and deploys capital into third-party private equity managers. Fee arrangements include a mix of percentage-of-AUM, fixed fees and performance-based fees consistent with hedge-fund structures. Cypress Point does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • BRENDEN SMITH

    Managing PartnerCRD 3273142

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth