Key facts
- CYPRESS WEALTH MANAGEMENT is a private equity firm based in OAKBROOK TERRACE, IL.
Registered with the SEC
Form ADV · 2026-03 · CRD 324524- Regulatory AUM
- —
- Private fund assets
- $170.7M
- Private funds
- 1 · 1 private equity
- Staff
- 6
- Registered office
- OAKBROOK TERRACE, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CYPRESS WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CYPRESS WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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