# CYPRESS WEALTH ADVISORS LLC

CYPRESS WEALTH ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 132498
- Type: SEC-registered investment adviser
- SEC file number: 801-63413
- Location: 101 CALIFORNIA STREET, SUITE 1025, SAN FRANCISCO, CA, 94111
- Phone: (415)489-2100
- Latest filing: 2019-03-29
- Regulatory AUM: $576.4M
- Discretionary AUM: $397.1M
- Non-discretionary AUM: $179.4M
- Clients: 8
- Accounts: 267

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| FIGUEROA SEAN JASON | CHIEF COMPLIANCE OFFICER & PRINCIPAL; EXECUTIVE & COMPLIANCE OFFICER; EXECUTIVE & COMPPLIANCE OFFICER (+4 more) | — |
| ENOS STEVEN WILFRED | MANAGING MEMBER; PRINCIPAL | — |
| YOUNG BARBARA HAYES | MANAGING MEMBER; PRINCIPAL; PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER (+2 more) | — |
| COLABIANCHI VINCENT ANTHONY | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF FINANCIAL OFFICER | — |
| Longinotti James Eugene | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER | — |
| Lee Sophie Angela | PRINCIPAL, CHIEF OPERATING OFFICER | — |


## Private funds (23)

Mix: Hedge Fund 10 · Real Estate Fund 7 · Other Private Fund 2 · Private Equity Fund 3 · Venture Capital Fund 1

_Showing 15 of 23 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CYPRESS NATURAL RESOURCES INVESTMENT FUNDS, LP | Other Private Fund | — | 51 | $31.0M | $10K |
| CYPRESS DOMESTIC EQUITY LOW VOL II, L.P. | Hedge Fund | — | 32 | $24.1M | $10K |
| CYPRESS REAL ESTATE FUNDS II, LP | Real Estate Fund | — | 57 | $21.2M | $10K |
| CYPRESS DOMESTIC EQUITY LOW VOL, LP | Hedge Fund | — | 22 | $19.3M | $10K |
| CYPRESS INT'L EQUITY FUND, L.P. | Hedge Fund | — | 25 | $13.6M | $10K |
| CYPRESS REAL ESTATE FUNDS, L.P. | Real Estate Fund | — | 57 | $11.7M | $10K |
| CYPRESS CORE REAL ESTATE FUND, LP | Real Estate Fund | — | 32 | $11.2M | $10K |
| CYPRESS STRUCTURED CREDIT, L.P. | Hedge Fund | — | 21 | $11.2M | $10K |
| CYPRESS DEBT INVESTMENT FUNDS, LP | Hedge Fund | — | 40 | $11.0M | $10K |
| CYPRESS INVESTMENT FUNDS, L.P. | Hedge Fund | — | 25 | $10.1M | $10K |
| CYPRESS REAL ESTATE INCOME FUND 2015, L.P. | Real Estate Fund | — | 35 | $9.9M | $10K |
| CYPRESS REAL ESTATE OPPORTUNITY FUND 2012, L.P. | Real Estate Fund | — | 44 | $8.9M | $10K |
| CYPRESS HEDGE FUNDS, L.P. | Hedge Fund | — | 51 | $8.1M | $10K |
| CYPRESS INVESTMENT FUNDS II, L.P. | Hedge Fund | — | 42 | $6.9M | $10K |
| CYPRESS GLOBAL HEDGED EQUITY, LP | Hedge Fund | — | 20 | $5.9M | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132498/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132498/similar
- Related entities: https://search.stillhousedata.com/firm/132498/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132498

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.