PPrivate Fund Data Log in Join · $37/mo

Cypress Capital, LLC

● SEC registered since 2014CRD 171266SEC# 801-79771Franklin, TN
Export (members)
Reg. AUM
$413.5M
Employees
12
Accounts
1,534
Location
Franklin, TN

Cypress Capital, LLC assets under management

Cypress Capital, LLC operates as an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2014. It reports $413.5 million in regulatory assets under management and employs 12 people.

Cypress Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Laura Fonzo Brooks ControlChief Compliance OfficerUnder 5%2025
Mark Tomas Dodson ControlMember50-75%2014
Michael Preston Brooks ControlMember50-75%2014

Frequently asked questions

How much does Cypress Capital, LLC manage?

Cypress Capital, LLC reports $413.5 million in regulatory assets under management on its Form ADV.

How many employees does Cypress Capital, LLC have?

Cypress Capital, LLC reports 12 employees.

Where is Cypress Capital, LLC located?

Cypress Capital, LLC is based in Franklin, TN and has been SEC-registered since 2014.

Does Cypress Capital, LLC disclose fund performance?

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

Contact & registration

Address436 Main Street, Suite 205, Franklin, TN 37064
Phone615-467-6075
Fax877-632-4317
Office hours7:30 a.m. - 4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1729939
Discloses disciplinary historyNo

Assets under management

Discretionary$413.5M
Non-discretionary$0
Total (RAUM)$413.5M