# CYPRESS PATH CAPITAL, LLC

CYPRESS PATH CAPITAL, LLC of CARMEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133975
- Type: SEC-registered investment adviser
- SEC file number: 801-64316
- 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)

| Name | Role | Location |
| --- | --- | --- |
| GIVEN HOWARD CARL | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| DINI ROBERT BRUCE | CHIEF COMPLIANCE OFFICER; PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133975/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133975/similar
- Related entities: https://search.stillhousedata.com/firm/133975/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133975

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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.