CYPRESS WEALTH MANAGEMENT, LLC of OAKBROOK TERRACE, IL is an SEC-registered investment adviser (CRD 324524). Regulatory assets under management: $282.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Timothy Louis Dillow | CHIEF COMPLIANCE OFFICER | — |
| Christopher Lee Hughes | MANAGING PRINCIPAL | — |
| John Allan Staab | PRINCIPAL | — |
| Kimberly Elaine Carlini | CHIEF COMPLIANCE OFFICER | — |
| HUGHES CHRISTOPHER LEE | MANAGING PRINCIPAL | — |
| STAAB JOHN ALLAN | PRINCIPAL | — |
| DILLOW TIMOTHY LOUIS | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CHG-NONAME CAPITAL LLC | Private Equity Fund | Illinois | 15 | $170.7M | $25K |