Cypress Wealth Management, LLC
● SEC registered since 2023CRD 324524SEC# 801-128859Oakbrook Terrace, IL
Ranks #4,663 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$282.7M
Fund GAV
$170.7M
Private funds
1
Employees
6
Accounts
50
Location
Oakbrook Terrace, IL
Cypress Wealth Management, LLC assets under management
Cypress Wealth Management, LLC is an SEC-registered investment adviser based in Oakbrook Terrace, IL. The firm has been registered since 2023. It reports $282.7 million in regulatory assets under management and employs 6 people. Cypress Wealth Management, LLC manages 1 private fund with combined gross assets of $170.7 million, including Chg-Noname Capital LLC. By regulatory assets, it ranks 4,663 of 6,004 private fund managers.
Cypress Wealth Management, LLC private funds
1 funds · $170.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Chg-Noname Capital LLC | Private Equity | $170.7M | $25K |
Cypress Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Elaine Carlini Control | Chief Compliance Officer | Under 5% | 2025 |
| Mawo Capital I LLC Control | Co-Owner | 25-50% | 2022 |
| Wislim Investments LLC Control | Co-Owner | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cypress Wealth Management, LLC manage?
Cypress Wealth Management, LLC reports $282.7 million in regulatory assets under management on its Form ADV.
How many private funds does Cypress Wealth Management, LLC manage?
Cypress Wealth Management, LLC manages 1 private funds with combined gross assets of $170.7 million.
How many employees does Cypress Wealth Management, LLC have?
Cypress Wealth Management, LLC reports 6 employees.
Where is Cypress Wealth Management, LLC located?
Cypress Wealth Management, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2023.
Does Cypress Wealth Management, LLC disclose fund performance?
Cypress 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 | 18w140 Butterfield Road, Suite 1110, Oakbrook Terrace, IL 60181 |
| Phone | (331) 307-7444 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$282.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$282.7Mregulatory AUM
Discretionary $282.7M
Service providers
Auditor
Custodian