CYPRESS GROWTH CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
171001
Registered since
May 14, 2014

Firm profile

FINTRX

Overview

Cypress Growth Capital, LLC is an LLC that has been registered with the SEC since 2014. The firm is owned by an individual and is classified in the source data as “unclassified.” Available records indicate Cypress Growth Capital is not positioned as a multi-state adviser, pension consultant, related adviser, or active ESG investor. Fee structure and core advisory/business activities are not specified in the provided data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • EDWARD MELLO

    Co-Founder and Managing DirectorCRD 6336317

  • BARTON GOODWIN

    Co-Founder and Managing DirectorCRD 6336318

  • Vikesh Thapar

    CRD 8246548

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3899 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth