Cypress Point Wealth Management is a fund manager in Dallas with $727.76 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
208726222
SEC advisor number
801-67840
FINRA CRD number
143771
AUM ?
$797.67 mm
(as of 29 Mar 24)
Accounts
940
(as of 29 Mar 24)
Employees
22
(3 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cypress Point Wealth Management, LLC | $727.76 mm | |
Cypress Goldcrest Fund III Feeder, LP | $5.42 mm | Private Equity Fund |
Entablature, LP | $21.62 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Nov 21