CYPRESS POINT WEALTH MANAGEMENT, LLC

Overview

Cypress Point Wealth Management, LLC is an independent RIA focused on serving high-net-worth individuals and families. The firm runs both discretionary portfolio management and tailored financial planning, combining exchange-traded equity exposure with concentrated individual equity positions. Cypress Point acts as a capital allocator and participates in the structuring and management of pooled vehicles — serving as sponsor/GP and managing member on private funds it advises. Its fee mix includes percentage-of-AUM and fixed-fee arrangements, and the firm offers selection of other advisers as part of its investment process. It is not an active ESG investor. Investment activity shows a dual approach: a significant allocation to ETFs and broad equity exposure for core holdings, complemented by selective direct equity positions and private fund commitments. The firm’s engagement with alternative managers — across private equity, venture capital, hedge funds, private placements, real estate and commodities — suggests it looks to augment public-market strategies with longer-duration, illiquid alternatives for return enhancement and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices