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THE CYPRESS FUNDS LLC
865 S. Figueroa Street
Suite 700
Los Angeles, California 90017
Tel: 213-891-6375
About THE CYPRESS FUNDS LLC
THE CYPRESS FUNDS LLC, formally registered with the SEC as THE CYPRESS FUNDS LLC. The firm was established in 12/26/1996. They have over 1 offices throughout the country.
THE CYPRESS FUNDS LLC is a Los Angeles, California based Financial Planning firm with nearly $925,262,369 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107502 |
| SEC# | 801-53527 |
| Assets Managed by Firm | $925,262,369 |
| No. of Clients | 3 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $925,262,369 |
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