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 has been SEC-registered since 2004. FINTRX classifies the firm as an investment bank and lists its owner type as an individual. The firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state or newly formed adviser. It also is not listed as a pension consultant or related adviser. The dataset does not include descriptions of the firm's advisory activities, fee model, target client segments, or investment mandates, so its operating model beyond the investment-bank classification is not documented here.
Assets & Accounts
Location & Offices
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 13
Robert Mckee
Managing DirectorCRD 1214976

David Zenker
Managing DirectorCRD 1256552
John Atkins
Managing PartnerCRD 1473955
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
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