CYPRESS PRAXIS, LLC

Overview

Cypress Praxis, LLC is a boutique advisory firm that manages portfolios for high-net-worth individuals, families and small businesses on a discretionary, fee-based model. The firm focuses on traditional public fund investing—mutual funds and similar pooled vehicles—while also integrating externally managed alternative strategies where appropriate. Cypress Praxis does not position itself as an ESG-focused allocator and operates with a single-office, owner-led structure that concentrates on personalized portfolio management rather than institutional pension or consultant work. Investment activity is centered on wrapped portfolios and separate accounts managed on a discretionary basis. The firm prefers manager relationships and pooled public vehicles for core equity and fixed-income exposure, reserving direct allocations to private markets and other alternatives for clients with the liquidity and risk tolerance to support those commitments. The adviser charges a percentage-of-AUM fee and targets clients whose portfolio needs suit a blended public-plus-alternatives approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices