Leyland Cypress, LLC
RIAState Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$154K
Accounts
14
Employees
4
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 322964
- Website
- www.leylandcypress.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.36%
- Individuals12.09%
- Other9.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Leyland Cypress, LLC is a small, privately held limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm bills clients on a percentage of assets under management and serves an individual and family client base rather than institutional mandates. It does not position itself as a capital allocator or an active ESG investor, and it is not registered as a multi-state adviser. The firm lists affiliations with other investment adviser entities and a law firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents67%
- Exchange Traded Equities33%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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