Cypress Point Wealth Management is a fund manager in Dallas with $615.94 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
208726222
SEC advisor number
801-67840
FINRA CRD number
143771
AUM ?
$797.67 mm
(as of 29 Mar 24)
Accounts
940
(as of 29 Mar 24)
Employees
22
(3 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cypress Point Wealth Management, LLC | $615.94 mm | |
Cypress Goldcrest Fund III Feeder, LP | $1.31 mm | Private Equity Fund |
Entablature Houzz, LP | $16.15 mm | Private Equity Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22