Cypress Asset Management, Inc.
● SEC registered since 2024CRD 145415SEC# 801-130314
Reg. AUM
$152.8M
Employees
4
Accounts
255
Location
—
Cypress Asset Management, Inc. assets under management
Cypress Asset Management, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $152.8 million in regulatory assets under management and employs 4 people.
Cypress Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Eugene Mahoney Control | President | Over 75% | 2007 |
| Ryan Jeremiah Mahoney | Cco, Secretary & Treasurer | Under 5% | 2019 |
Frequently asked questions
How much does Cypress Asset Management, Inc. manage?
Cypress Asset Management, Inc. reports $152.8 million in regulatory assets under management on its Form ADV.
How many employees does Cypress Asset Management, Inc. have?
Cypress Asset Management, Inc. reports 4 employees.
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
| Phone | 309-679-9146 |
| Fax | 309-679-9147 |
| Office hours | 8:00 a.m. To 4:00 p.m. And By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.8M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$152.8Mregulatory AUM
Discretionary $152.8M