Cypress Capital Management is an investment advisor in Sheridan with $140.43 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
861095291
SEC advisor number
801-62811
FINRA CRD number
130401
AUM ?
$140.43 mm
(as of 11 Feb 22)
Accounts
397
(as of 11 Feb 22)
Employees
4
(3 investment advisory or research)
Address
Cypress Capital Management
PO BOX J
SHERIDAN
WY 82801
PO BOX J
SHERIDAN
WY 82801
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
3076741770
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ebzery, Matthew, Mcgregor | Managing Member | 01/2010 | > 75% |
Wagner, Stephanie, Ann | Chief Compliance Officer | 04/2015 | < 5% |
Herbst, Kristin, Louise | Advisor | 02/2012 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21