Cypress Wealth Advisors – Fund and Executive Details

Fund Companies

Cypress Wealth Advisors

Cypress Wealth Advisors is a hedge fund company based in San Francisco, CA. They operate 29 private funds and have approximately $1.25 billion in total assets under management (AUM). You can view more information on Cypress Wealth Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Cypress Wealth Advisors

Cypress Wealth Advisors
101 California Street
Suite 1025
San Francisco, CA 94111
United States

Phone: (415)489-2100
Fax: (415)489-2109
Website: http://www.cypresswealth.com

Overview of Cypress Wealth Advisors

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-63413

Org#: 132498

Legal Issues: No legal issues reported

Company Type: Hedge Fund

Pooled Investments: 26-50 percent

Private Funds Managed(29): Cypress Debt Investment Funds Lp , Cypress Domestic Equity Alpha Lp , Cypress Domestic Equity Low Vol Ii Lp , Cypress Domestic Equity Low Vol Lp , Cypress Hedge Funds Lp , Cypress Int’L Equity Fund Low Vol Ii Lp , Cypress Int’L Equity Fund Lp , Cypress Investment Funds Ii Lp , Cypress Investment Funds Lp , Cypress Natural Resources Investment Funds Iii Lp , Cypress Natural Resources Investment Funds Iv Lp , Cypress Natural Resources Investment Funds V Lp , Cypress Natural Resources Investment Funds Lp , Cypress Structured Credit Lp , Cypress Technology Partners Lp , Cypress Debt Investment Funds Low Vol Lp , Cypress Alternative Funds Ii Lp , Cypress Alternative Funds Lp , Cypress Alternative Partners Ii Lp , Cypress Debt Fund King Street Lp , Cypress Core Real Estate Fund Lp , Cypress Real Estate Funds Ii Lp , Cypress Real Estate Funds Lp , Cypress Real Estate Income Fund 2012 Lp , Cypress Real Estate Income Fund 2015 Lp , Cypress Real Estate Opportunity Fund 2012 Lp , Cypress Real Estate Partners Ii Lp , Cypress Real Estate Partners Iii Lp , Cypress Venture Capital Fund Lp

Ownership/Leadership of Cypress Wealth Advisors

 

Barbara Hayes YoungPrincipal, Managing Member, Chief Executive Officer, Chief Investment Officer
Vincent Anthony ColabianchiPrincipal, Chief Financial Officer
James Eugene LonginottiChief Compliance Officer & Co-Chief Investment Officer
Sophie Angela LeePrincipal, Chief Operating Officer

Cypress Wealth Advisors Key Stats and Charts

Discretionary AUM: $1.11 billion

Cypress Wealth Advisors discretionary AUM

Rank: 997 out of 3271 hedge fund management companies

Total AUM: $1.25 billion

Cypress Wealth Advisors total assets under management (AUM)

Rank: 989 out of 3271 hedge fund management companies

# of Accounts: 366

Cypress Wealth Advisors total client accounts

Rank: 274 out of 3271 hedge fund management companies

Average Account Size: 3408516.21038

Cypress Wealth Advisors average account size

Rank: 2014 out of 3271 hedge fund management companies

# of Employees: 12

Cypress Wealth Advisors has 12 employees

Rank: 1171 out of 3271 hedge fund management companies

# of Private Funds: 29

Cypress Wealth Advisors operates 29 private Hedge Fund funds

Rank: 12 out of 3271 hedge fund management companies

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