CYPRESS POINT FINANCIAL ADVISORS

CYPRESS POINT FINANCIAL ADVISORS of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 169376). Regulatory assets under management: $43.7M.

Registration

• CRD: 169376
• SEC file number: 801-78703
• Type: Registered investment adviser
• Location: 1007 OAK HILL RD., SUITE B, LAFAYETTE, CA, 94549
• Phone: 650-799-3170
• Latest filing: 2026-02-10
• Regulatory AUM: $43.7M
• Discretionary AUM: $31.6M
• Non-discretionary AUM: $12.1M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169376 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search