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 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
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
1 of 1BRENDEN SMITH
Managing PartnerCRD 3273142
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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