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 Fund—51$31.0M$10K
CYPRESS DOMESTIC EQUITY LOW VOL II, L.P.Hedge Fund—32$24.1M$10K
CYPRESS REAL ESTATE FUNDS II, LPReal Estate Fund—57$21.2M$10K
CYPRESS DOMESTIC EQUITY LOW VOL, LPHedge 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, LPReal Estate Fund—32$11.2M$10K
CYPRESS STRUCTURED CREDIT, L.P.Hedge Fund—21$11.2M$10K
CYPRESS DEBT INVESTMENT FUNDS, LPHedge 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, LPHedge Fund—20$5.9M$10K

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