# CYPRESS POINT FINANCIAL ADVISORS

CYPRESS POINT FINANCIAL ADVISORS of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169376
- Type: SEC-registered investment adviser
- SEC file number: 801-78703
- 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)

| Name | Role | Location |
| --- | --- | --- |
| HERMAN DAVID LAURANCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169376/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169376/similar
- Related entities: https://search.stillhousedata.com/firm/169376/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169376

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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.