CYPRESS ASSOCIATES
Firm details
- Headquarters
- New York, New York
- CRD number
- 130252
- Registered since
- August 24, 2004
- Website
- www.cyprs.com
Firm profile
FINTRXOverview
Cypress Associates is organized as a limited liability company and is classified in the data as an investment bank. The firm has been SEC‑registered since 2004 and is individually owned. The information provided does not include descriptions of its advisory services, client segments, or fee schedule. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multistate adviser, a pension consultant, or part of a related-adviser structure.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13DAVID MONTERO-ROSEN
Managing DirectorCRD 1146696
CHARLES SAMKOFF
Managing DirectorCRD 2449689
STEVEN KIRKPATRICK
Managing DirectorCRD 2210862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 52 Vanderbilt Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
H.C.WAINWRIGHT & CO., LLC
Broker-DealerNew York, NY
BLACKROCK INVESTMENTS, LLC
Broker-DealerNew York, NY
KIMELMAN & BAIRD, LLC
Broker-DealerNew York, NY
JANE STREET CAPITAL, LLC
Broker-DealerNew York, NY
ROCKEFELLER CAPITAL MANAGEMENT
Broker-DealerNew York, NY
TEMPLUM MARKETS LLC
Broker-DealerNew York, NY