CYPRESS WEALTH ADVISORS LLC

CYPRESS WEALTH ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 132498). Regulatory assets under management: $576.4M.

Registration

Officers, owners & control persons (6)

NameRoleLocation
FIGUEROA SEAN JASONCHIEF COMPLIANCE OFFICER & PRINCIPAL; EXECUTIVE & COMPLIANCE OFFICER; EXECUTIVE & COMPPLIANCE OFFICER (+4 more)
ENOS STEVEN WILFREDMANAGING MEMBER; PRINCIPAL
YOUNG BARBARA HAYESMANAGING MEMBER; PRINCIPAL; PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER (+2 more)
COLABIANCHI VINCENT ANTHONYCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF FINANCIAL OFFICER
Longinotti James EugeneCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER
Lee Sophie AngelaPRINCIPAL, CHIEF OPERATING OFFICER

Private funds (23)

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.

FundTypeFormedOwnersGross asset valueMin investment
CYPRESS NATURAL RESOURCES INVESTMENT FUNDS, LPOther Private Fund51$31.0M$10K
CYPRESS DOMESTIC EQUITY LOW VOL II, L.P.Hedge Fund32$24.1M$10K
CYPRESS REAL ESTATE FUNDS II, LPReal Estate Fund57$21.2M$10K
CYPRESS DOMESTIC EQUITY LOW VOL, LPHedge Fund22$19.3M$10K
CYPRESS INT'L EQUITY FUND, L.P.Hedge Fund25$13.6M$10K
CYPRESS REAL ESTATE FUNDS, L.P.Real Estate Fund57$11.7M$10K
CYPRESS CORE REAL ESTATE FUND, LPReal Estate Fund32$11.2M$10K
CYPRESS STRUCTURED CREDIT, L.P.Hedge Fund21$11.2M$10K
CYPRESS DEBT INVESTMENT FUNDS, LPHedge Fund40$11.0M$10K
CYPRESS INVESTMENT FUNDS, L.P.Hedge Fund25$10.1M$10K
CYPRESS REAL ESTATE INCOME FUND 2015, L.P.Real Estate Fund35$9.9M$10K
CYPRESS REAL ESTATE OPPORTUNITY FUND 2012, L.P.Real Estate Fund44$8.9M$10K
CYPRESS HEDGE FUNDS, L.P.Hedge Fund51$8.1M$10K
CYPRESS INVESTMENT FUNDS II, L.P.Hedge Fund42$6.9M$10K
CYPRESS GLOBAL HEDGED EQUITY, LPHedge Fund20$5.9M$10K

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