| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Entablature Houzz, LP | Private Equity | $7M | $20K |
| Cypress Goldcrest Fund III Feeder, LP | Venture Capital | $3.5M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ai Vee Nmn McAninch Control | Senior Vice President | 5-10% | 2022 |
| Brandon Darell Ratzlaff Control | Member | 5-10% | 2020 |
| Csop Investments, LP | Texas Limited Partnership | 10-25% | 2006 |
Cypress Point Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Cypress Point Wealth Management, LLC manages 2 private funds with combined gross assets of $10.5 million.
Cypress Point Wealth Management, LLC reports 22 employees.
Cypress Point Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2007.
Cypress Point Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3838 Oak Lawn Ave, Suite 1150, Dallas, TX 75219 |
| Phone | 214-736-8887 |
| Fax | 800-927-9516 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1825611 |
| Discloses disciplinary history | No |
| Discretionary | $933.3M |
| Non-discretionary | $139.8M |
| Total (RAUM) | $1.07B |