Black Cypress Capital
Firm details
- Headquarters
- ,
- CRD number
- 151100
- Registered since
- June 19, 2020
- Website
- blackcypresscapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.39%
- Charitable Organizations15.17%
- Individuals13.07%
- Corporations / Businesses3.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Black Cypress Capital is an SEC-registered limited liability investment adviser that began registration in 2020 and is owned by an individual principal. The firm serves individual and family clients and provides portfolio management for both private individuals/small businesses and for business or institutional accounts. Its fee model combines an asset-based fee with the potential for performance-based compensation. Investment practice centers on liquid public markets rather than ESG-focused mandates; the firm does not identify as an active ESG investor. Black Cypress Capital is not structured as a capital allocator or a multi-state advisory network. Its regulatory and operational posture is lean, reflecting a boutique adviser model focused on discretionary and non-discretionary portfolio management for high-net-worth clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Alan Hartley
Founder & CEOCRD 5554735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$5.4M in ETFs
100%
$5.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $1.5M | 16,761 | 27.91% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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