Cypress Asset Management is an investment advisor in Houston with $442.24 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
76049608
SEC advisor number
801-51814
FINRA CRD number
106593
AUM ?
$348.08 mm
(as of 26 Mar 24)
Accounts
123
(as of 26 Mar 24)
Employees
5
(3 investment advisory or research)
Address
Cypress Asset Management
2929 ALLEN PARKWAY
SUITE 2200
HOUSTON
TX 77019
2929 ALLEN PARKWAY
SUITE 2200
HOUSTON
TX 77019
Phone
7135122100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 May 23
13F-HR
Quarterly holdings report by institutional manager
28 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 Jun 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21