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Cypress Asset Management Inc

● SEC registered since 1996CRD 106593SEC# 801-51814Houston, TX
Export (members)
Reg. AUM
$413.6M
Employees
5
Accounts
107
Location
Houston, TX

Cypress Asset Management Inc assets under management

Cypress Asset Management Inc is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 1996. It reports $413.6 million in regulatory assets under management and employs 5 people.

Cypress Asset Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Frank P. Lee ControlChief Operating Officer50-75%1996
Jeff MelloyChief Compliance OfficerUnder 5%2022
William Garwood ControlPresident50-75%1996

Frequently asked questions

How much does Cypress Asset Management Inc manage?

Cypress Asset Management Inc reports $413.6 million in regulatory assets under management on its Form ADV.

How many employees does Cypress Asset Management Inc have?

Cypress Asset Management Inc reports 5 employees.

Where is Cypress Asset Management Inc located?

Cypress Asset Management Inc is based in Houston, TX and has been SEC-registered since 1996.

Does Cypress Asset Management Inc disclose fund performance?

Cypress Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4550 Post Oak Place Drive, Suite 317, Houston, TX 77027
Phone713-512-2100
Fax713-512-2105
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$413.6M
Non-discretionary$0
Total (RAUM)$413.6M