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Cypress Asset Management, Inc.

● SEC registered since 2024CRD 145415SEC# 801-130314
Export (members)
Reg. AUM
$156.5M
Employees
4
Accounts
331
Location

Cypress Asset Management, Inc. assets under management

Cypress Asset Management, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $156.5 million in regulatory assets under management and employs 4 people.

Cypress Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Michael Eugene Mahoney ControlPresident & Chief Compliance OfficerOver 75%2007
Ryan J. MahoneySecretary & TreasurerUnder 5%2019

Frequently asked questions

How much does Cypress Asset Management, Inc. manage?

Cypress Asset Management, Inc. reports $156.5 million in regulatory assets under management on its Form ADV.

How many employees does Cypress Asset Management, Inc. have?

Cypress Asset Management, Inc. reports 4 employees.

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

Phone309-679-9146
Fax309-679-9147
Office hours8:00 a.m. To 4:00 p.m. And By Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.5M
Non-discretionary$0
Total (RAUM)$156.5M