Cypress Point Wealth Management, LLC
● SEC registered since 2007CRD 143771SEC# 801-67840Dallas, TX
Ranks #2,539 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.47B
Fund GAV
$21.3M
Private funds
3
Employees
12
Accounts
1,092
Location
Dallas, TX
Cypress Point Wealth Management, LLC assets under management
Cypress Point Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 12 people. Cypress Point Wealth Management, LLC manages 3 private funds with combined gross assets of $21.3 million, including Cypress Goldcrest Fund III Feeder, LP. By regulatory assets, it ranks 2,539 of 6,004 private fund managers.
Cypress Point Wealth Management, LLC private funds
3 funds · $21.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cypress Goldcrest Fund III Feeder, LP | Venture Capital | $9M | $10K |
| Entablature Houzz, LP | Private Equity | $7M | $20K |
| Cg-4 Feeder, LP | Venture Capital | $5.3M | $100K |
Cypress Point Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ai Vee Nmn McAninch Control | Senior Vice President | 5-10% | 2022 |
| Brandon Darell Ratzlaff Control | Member | Under 5% | 2020 |
| Csop Investments, LP | Texas Limited Partnership | 10-25% | 2006 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cypress Point Wealth Management, LLC manage?
Cypress Point Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Cypress Point Wealth Management, LLC manage?
Cypress Point Wealth Management, LLC manages 3 private funds with combined gross assets of $21.3 million.
How many employees does Cypress Point Wealth Management, LLC have?
Cypress Point Wealth Management, LLC reports 12 employees.
Where is Cypress Point Wealth Management, LLC located?
Cypress Point Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2007.
Does Cypress Point Wealth Management, LLC disclose fund performance?
Cypress Point Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3838 Oak Lawn Ave, Suite 1150, Dallas, TX 75219 |
| Phone | 214-736-8887 |
| Fax | 800-927-9516 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1825611 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.47B▲ 84%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.47Bregulatory AUM
Discretionary $1.26BNon-discretionary $205.6M
Fund type mix
Venture Capital2
Private Equity1
Service providers
Auditor
Custodian
Administrator