CYPRESS PATH CAPITAL, LLC

CYPRESS PATH CAPITAL, LLC of CARMEL, CA is an SEC-registered investment adviser (CRD 133975). Regulatory assets under management: $81.6M.

Registration

• CRD: 133975
• SEC file number: 801-64316
• Type: Registered investment adviser
• Location: 200 CLOCKTOWER PLACE, CARMEL, CA, 93923
• Phone: (831) 625-1530
• Latest filing: 2026-01-12
• Regulatory AUM: $81.6M
• Discretionary AUM: $80.6M
• Non-discretionary AUM: $942K
• Clients: 2
• Accounts: 139

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search