Cypress Capital Management, LLC
Firm details
- Headquarters
- Sheridan, Wyoming
- CRD number
- 130401
- Registered since
- February 20, 2004
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.16%
- Individuals33.59%
- Charitable Organizations7.83%
- Corporations / Businesses2.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cypress Capital Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating under individual ownership. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Its fee model combines percentage-of-assets and fixed-fee arrangements. Cypress is not structured as a capital allocator, does not self-identify as an active ESG investor, and does not position itself as a pension consultant or related adviser. The firm appeared in Citywire’s 2020 "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds6%
- US Government Bonds1%
Owners & executives
1 of 1
Matthew Ebzery
Founder & Chief Investment OfficerCRD 5196355
Contacts
2 of 2Denise Ebzery
Compliance OfficerCRD 7864161
Kristin Herbst
Investment AdvisorCRD 6138571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$13.1M in ETFs
95%
$12.4M
<1%
$720K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT) | BlackRock | Passive | Small Growth | $3.4M | 18,843 | 25.72% |
Location
Sheridan, WY
Sheridan
Location
Sheridan, WY
Headquartered in Sheridan, WY, in the West of the United States.
- Region
- West
- County
- Sheridan
- Address
- 312 Whitney Ln
- Time zone
- MT (UTC-7)
- Office locations
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