Cypress Creek Partners

CRD#129346
Investment Advisor Firm

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Overview

Cypress Creek Partners operates as a financial advisor company based in Austin, Texas. Cypress Creek Partners handles $549.1 million in assets under management across 16 accounts, placing it among the larger firms in the United States by assets under management (AUM). Cypress Creek Partners has a small team, including 3 financial advisors. Cypress Creek Partners does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, bonds and options.

Cypress Creek Partners oversees 13 of its accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by a portfolio manager without requiring client consent. Cypress Creek Partners also manages three non-discretionary accounts with a total of $43.0 million in assets. The firm's average account size is $34.3 million. An average financial advisor at Cypress Creek Partners administers around five client accounts, placing it among the more personalized firms in the country.

The company's central office is located at 712 W. 34Th Street, Austin, Texas 78705. It is legally permitted to serve clients in the state of Texas.

Assets Under Management

$549.1 million

Number of Advisors

3

Disclosures

No

Office Location

712 W. 34Th Street
Austin, TX 78705

Cypress Creek Partners by the Numbers

Total Assets Under Management

$549.1 million

National Average: $8.6 billion
Total Number of Employees

8

National Average: 64
Total Number of Accounts

16

National Average: 375,227
Average Account Size

$34.3 million

National Average: $23.0 thousand
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Products and Services

Cypress Creek Partners offers a variety of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. It does not sell products or offer services aside from investment advice to its investment advisory clients. The firm is also affiliated with one or more other companies in the financial services industry, including with a commodity pool advisor.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial management fees typically depend on which services are offered. Fees charged by the company most likely include some combination of the following fee structures: asset-based or performance-based. Cypress Creek Partners does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

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    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 26% of firms

    Performance-based

    Show Explanation

    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.

Unavailable

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    Hourly

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    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 1% of firms that offer this fee type

    Commissions

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    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 0% of firms that offer this fee type

    Subscription

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    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 32% of firms that offer this fee type

    Fixed

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    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 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It works with investment companies and pooled investment vehicles. Out of its 16 clients, Cypress Creek Partners's largest client type is pooled investment vehicles. About 27% of the firm's customers 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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Disclosures

Cypress Creek Partners does not have any disclosures.

Please visit its Form ADV for more details.

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