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Cypress Investment Management, LLC

● SEC registered since 2023CRD 327810SEC# 801-129079Oakbrook Terrace, IL
Export (members)
Ranks #4,568 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$302.2M
Fund GAV
$313.1M
Private funds
127
Employees
6
Accounts
127
Location
Oakbrook Terrace, IL

Cypress Investment Management, LLC assets under management

Cypress Investment Management, LLC operates as an SEC-registered investment adviser based in Oakbrook Terrace, IL. The firm has been registered since 2023. It reports $302.2 million in regulatory assets under management and employs 6 people. Cypress Investment Management, LLC manages 127 private funds with combined gross assets of $313.1 million, including Noname. By regulatory assets, it ranks 4,568 of 6,004 private fund managers.

Cypress Investment Management, LLC private funds

127 funds · $313.1M GAV
FundTypeGross assetsMin.
NonamePrivate Equity$89.6M$25K
MstkPrivate Equity$74.2M$25K
Sg-TermPrivate Equity$9.9M$25K
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Cypress Investment Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Christopher Lee Hughes ControlManaging PrincipalUnder 5%2023
John Allan Staab ControlPrincipalUnder 5%2023
Kimberly Elaine Carlini ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Cypress Investment Management, LLC manage?

Cypress Investment Management, LLC reports $302.2 million in regulatory assets under management on its Form ADV.

How many private funds does Cypress Investment Management, LLC manage?

Cypress Investment Management, LLC manages 127 private funds with combined gross assets of $313.1 million.

How many employees does Cypress Investment Management, LLC have?

Cypress Investment Management, LLC reports 6 employees.

Where is Cypress Investment Management, LLC located?

Cypress Investment Management, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2023.

Does Cypress Investment Management, LLC disclose fund performance?

Cypress Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18w140 Butterfield Rd, Suite 1110, Oakbrook Terrace, IL 60181
Phone(331) 307-7444
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$302.2M▲ 11%
Jan '25 — $272.3MFeb '25 — $272.3MMar '25 — $292.2MApr '25 — $292.2MMay '25 — $292.2MJun '25 — $292.2MJul '25 — $292.2MAug '25 — $292.2MSep '25 — $286.9MOct '25 — $286.9MNov '25 — $286.9MDec '25 — $286.9MJan '26 — $286.9MFeb '26 — $286.9MMar '26 — $302.2MApr '26 — $302.2MMay '26 — $302.2MJun '26 — $302.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
AUM vs fund managersTop 76%
Larger than 24% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$302.2Mregulatory AUM
Discretionary $302.2M

Service providers