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 organized as an LLC and registered with the SEC since 1996. It serves institutional clients and concentrates its business on managing pooled investment vehicles, performing the portfolio-management role for those vehicles. The firm also operates in CPO/CTA capacities and can act as sponsor, general partner, or managing member of pooled funds. Its compensation structure combines a percentage-of-assets fee with performance-based fees. The Cypress Funds is not identified as an active ESG investor and is not flagged as a multi-state adviser or pension consultant.
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 1
Robert 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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