Cypress Stone Capital LLC

Overview

Cypress Stone Capital LLC is an independent, individual-owned registered investment adviser organized as an LLC that provides fee-based portfolio management to individuals and small businesses. The firm charges a percentage of assets under management and focuses on discretionary management; its regulatory filing indicates all assets are held on a discretionary basis. Cypress Stone does not position itself as a multi-state adviser or pension consultant, and it is not categorized as an ESG-focused manager. Advisory activity centers on direct portfolio management for private clients rather than capital allocation or institutional advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives