| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Chg-Noname Capital LLC | Private Equity | $138.4M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Mawo Capital I LLC Control | Co-Owner | 25-50% | 2022 |
| Timothy Louis Dillow Control | Chief Compliance Officer | Under 5% | 2023 |
| Wislim Investments LLC Control | Co-Owner | 50-75% | 2022 |
Cypress Wealth Management, LLC reports $235.8 million in regulatory assets under management on its Form ADV.
Cypress Wealth Management, LLC manages 1 private funds with combined gross assets of $138.4 million.
Cypress Wealth Management, LLC reports 5 employees.
Cypress Wealth Management, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2023.
Cypress Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18w140 Butterfield Road, Suite 1110, Oakbrook Terrace, IL 60181 |
| Phone | (331) 307-7444 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $235.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $235.8M |