Cypress Capital Partners, LLC
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Overview
Cypress Capital Partners, LLC operates as an advisory company headquartered in Chicago, Illinois. The company controls $376.1 million in assets under management over 39 accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). It has a small group, including 2 financial advisors. Cypress Capital Partners, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, stocks and options.
Cypress Capital Partners, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices without needing to seek the client's consent. The firm's typical account size is $9.6 million. The typical financial advisor at Cypress Capital Partners, LLC manages around 20 client accounts, placing it among the more individualized firms in the country.
Cypress Capital Partners, LLC's central office is located at 980 North Michigan Avenue, Chicago, Illinois 60611. The company is legally registered to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cypress Capital Partners, LLC by the Numbers
$376.1 million
3
39
$9.6 million
Fee Structure
Fees charged by financial advisors usually are based on the financial services offered. However, fees charged by the firm typically consist of the following fee structure: fixed. Cypress Capital Partners, LLC does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with high net worth investors. Out of its 39 customers, Cypress Capital Partners, LLC's biggest client group is high net worth investors, although it also manages money for 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- 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 Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.