Cypress Path Capital, LLC

Overview

Cypress Path Capital, LLC is an independent registered investment adviser organized as a limited liability company under individual ownership. The firm serves a mix of individual and family clients alongside institutional relationships, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-assets model along with hourly and fixed-fee engagements. The firm is not described as a capital allocator or pension consultant and does not self-identify as an active ESG investor or a multi-state adviser. Advisory activity appears concentrated on discretionary portfolio management given the asset composition.

Assets & Accounts

Public Holdings

Investments & Alternatives