The Cypress Funds LLC
Learn more about The Cypress Funds LLC
The Cypress Funds LLC operates as an advisory company headquartered in Los Angeles, California. The Cypress Funds LLC controls $634.8 million in assets across three accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). The Cypress Funds LLC has a small team of 11 employees, five of whom are financial advisors. The Cypress Funds LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, equities and bonds.
The Cypress Funds LLC oversees all of the company's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without needing to seek the client's authorization. The Cypress Funds LLC's average account size is $211.6 million. The typical financial advisor at The Cypress Funds LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The Cypress Funds LLC's central office is located at 865 S. Figueroa Street, Los Angeles, California 90017. The Cypress Funds LLC is legally permitted to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
The Cypress Funds LLC by the Numbers
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Financial management fees usually depend on which services the firm provides the client. However, fee types charged by the company may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Offered by 74% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 17% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 40% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 12% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm works with pooled investment vehicles. Out of its three customers, The Cypress Funds LLC's biggest client type is pooled investment vehicles. About 67% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The Cypress Funds LLC does not have any disclosures.
Please visit its Form ADV for more details.
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