CYPRESS PATH CAPITAL, LLC

Overview

Cypress Path Capital, LLC is an independent registered investment adviser operating as a limited liability company that focuses on fee-based portfolio and financial planning services for individuals, families and small businesses. The firm runs primarily discretionary portfolios and shows a clear preference for equity exposure, with exchange-traded equities identified as the single largest asset category. Its client mix includes both individual & family clients and institutional relationships, and its billing combines percentage-of-AUM, hourly and fixed-fee arrangements. The firm does not position itself as an ESG specialist and is not listed as a multistate adviser. Cypress Path’s investment activity centers on liquid, market-traded instruments for core allocations and traditional credit instruments for fixed-income exposure. Portfolio construction appears to employ separately managed account structures and custodial trading workflows compatible with a Schwab custody relationship, allowing for ETF-driven core holdings alongside individualized equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices