THE CYPRESS FUNDS LLC

RIASEC RegisteredEst. 1996
Total AUM
$723M
Discretionary
$723M
100% of AUM
Avg account
$241M
Accounts
3
Employees
7
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
107502
Registered since
December 26, 1996
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Cypress Funds LLC is a hedge fund structured as a limited liability company that serves institutional clients through pooled investment vehicles. It operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and acts as sponsor, general partner or managing member for its funds, which signals an active trading posture and the use of manager-directed strategies across vehicles. The firm charges both a percentage-of-assets fee and performance-based fees, and it is not identified as an active ESG investor. Public equity is a clear focus: the firm’s reported 13F equity sleeve is relatively concentrated (14 names) and dominated by a single large position. At the same time, Cypress runs at least one private hedge fund, so its investment activity spans both publicly reportable equity stakes and alternative pooled strategies managed under a performance-fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ROBERT MILLER

    General Counsel and Chief Compliance OfficerCRD 5562589

Contacts

3 of 3
  • PETER CARLTON

    PresidentCRD 6356280

  • Bradley Meadow

    MemberCRD 8067372

  • SUMO GUPTA

    Portfolio ManagerCRD 7714988

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
515 S Flower St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth