The CYPRESS INVESTMENT MANAGEMENT is a privately held investment adviser that advises $610.46mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. CYPRESS INVESTMENT MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 22.46% over the last 2-years.
The Group has been registered with the SEC for 2.7 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 18W140 BUTTERFIELD RD SUITE 1110, OAKBROOK TERRACE, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 2 investment and 4 non-investment staff. The total number of Employees increased by 20% over the last 2-years.
Their $610.46mn in assets advised are owned by 129 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $483.76mn or 79.25% of Total Assets and Charitable Organizations own $94.7mn or 15.51% of Total Assets.
The Group's top investment strategies include Multi Strat, Traditional LBO and FI/Credit - Diverse, representing 53.09%, 45.04% and 1.87% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 128 private funds with $483.76mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CYPRESS INVESTMENT MANAGEMENT names 1 sub-adviser DILLOW WEALTH MANAGEMENT LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.