THE CYPRESS FUNDS LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 107502
- Registered since
- December 26, 1996
- Website
- www.thecypressfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Cypress Funds LLC is a hedge fund structured as a limited liability company that serves institutional clients through pooled investment vehicles. It operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and acts as sponsor, general partner or managing member for its funds, which signals an active trading posture and the use of manager-directed strategies across vehicles. The firm charges both a percentage-of-assets fee and performance-based fees, and it is not identified as an active ESG investor. Public equity is a clear focus: the firm’s reported 13F equity sleeve is relatively concentrated (14 names) and dominated by a single large position. At the same time, Cypress runs at least one private hedge fund, so its investment activity spans both publicly reportable equity stakes and alternative pooled strategies managed under a performance-fee model.
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
Owners & executives
1 of 1ROBERT MILLER
General Counsel and Chief Compliance OfficerCRD 5562589
Contacts
3 of 3PETER CARLTON
PresidentCRD 6356280
Bradley Meadow
MemberCRD 8067372
SUMO GUPTA
Portfolio ManagerCRD 7714988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 515 S Flower St
- Time zone
- PT (UTC-8)
- Office locations
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