Overview
Assets Under Management: $106 million
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
CYPRESS CAPITAL MANAGEMENT US LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139037), CYPRESS CAPITAL MANAGEMENT US LIMITED is subject to fiduciary duty under federal law.
CYPRESS CAPITAL MANAGEMENT US LIMITED serves 35 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, CYPRESS CAPITAL MANAGEMENT US LIMITED offers portfolio management for individuals. View all service details ↓
CYPRESS CAPITAL MANAGEMENT US LIMITED manages $106 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, CYPRESS CAPITAL MANAGEMENT US LIMITED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 58
Discretionary Accounts: 58
Regulatory Filings
CRD Number: 139037
Filing ID: 2053932
Last Filing Date: 2026-02-27 09:05:01