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Cypress Point Solutions, LLC (San Francisco)


Cypress Point Solutions, LLC is a related adviser based in San Francisco. It manages $57.67 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Cypress Point Solutions provides selection of other advisers and manager of private fund investment program. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cypress Point Solutions: assets under management

The assets under management (AUM) of Cypress Point Solutions, LLC is $57.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.53 million each.
Cypress Point Solutions has custody of $53.47 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cypress Point Solutions, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Cypress Point Solutions, LLC performs its advisory services is located at 275 Sacramento Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-645-6500 or by fax 415-449-6661. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.cypresspt.com.


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