Cypress Asset Management Inc
● SEC registered since 1996CRD 106593SEC# 801-51814Houston, TX
Reg. AUM
$455.8M
Employees
5
Accounts
87
Location
Houston, TX
Cypress Asset Management Inc assets under management
Cypress Asset Management Inc is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1996. It reports $455.8 million in regulatory assets under management and employs 5 people.
Cypress Asset Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank P. Lee Control | Chief Operating Officer | 50-75% | 1996 |
| Jeff Melloy | Chief Compliance Officer | Under 5% | 2022 |
| William Garwood Control | President | 50-75% | 1996 |
Frequently asked questions
How much does Cypress Asset Management Inc manage?
Cypress Asset Management Inc reports $455.8 million in regulatory assets under management on its Form ADV.
How many employees does Cypress Asset Management Inc have?
Cypress Asset Management Inc reports 5 employees.
Where is Cypress Asset Management Inc located?
Cypress Asset Management Inc is based in Houston, TX and has been SEC-registered since 1996.
Does Cypress Asset Management Inc disclose fund performance?
Cypress Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4550 Post Oak Place Drive, Suite 317, Houston, TX 77027 |
| Phone | 713-512-2100 |
| Fax | 713-512-2105 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$455.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$455.8Mregulatory AUM
Discretionary $455.8M