$304.6M Total AUM
$145.2M Disc. AUM
19.6% 3Y CAGR
4 Employees
68 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Catalyst matrixElement capital +more
- Established Date
- 11-09-2009
- Office Locations
- 1
Office Locations
-- Ponte Vedra Beach, FL FL
About Black Cypress Capital
Black Cypress Capital Management is an independent, privately owned single-strategy investment manager in Ponte Vedra Beach, FL. Since 2009 it has applied a value-oriented, research-driven approach for retail and institutional clients nationwide. Portfolios are implemented primarily with equity ETFs, with custody commonly at Fidelity/NFS and Interactive Brokers.
Team overview
-- AVG AGE
$304.6M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Atlas delta Ember quantum Alpha
Custodian
Peak Wave Vector harbor Element
Investment Themes
Insight matrix Foundation foundation
Investment Vehicles
Ember
Platform
Focus
Services
Value Peak timber Ember alpha Pioneer
Technology
Quantum Ridge Pathway Pioneer value
Owner & Executives
ALAN ROSS HARTLEY
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, FOUNDER, Managing Member
- CRD
- #5554735
- Ownership
- 75% or more
(226) 410-8263
momentum.insight@meridiancapital.com
in linkedin.com/in/catalyst-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,150,245 | $1,151,986 |
| Non-Discretionary | $159,480,266 | $5,695,724 |
| Total | $304,630,511 | $1,978,120 |
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Separately Managed Accounts
Total SMA Asset: $304,630,511
Equity - Exchange:
74.5% Cash:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,110,201,246 | 74.5% |
| Cash | $1,406,847,407 | 25.5% |
| Total | $5,517,048,653 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX SUMMIT FOCUS | WAVE UNISON | KW7VPHJZT | MOH | 9.35% | $78,246,769 |
| RADIAL ALPHA TIMBER | MOMENTUM ALPHA | H8QPUTGL8 | EPIRM | 9.28% | $49,608,416 |
| SIGNAL OAK | DELTA GLACIER | U61CA5BTW | WVD | 2.56% | $72,626,167 |
| BEACON ZENITH | UNISON PIONEER | SNB9VAYA5 | ZTWH | 12.39% | $77,801,805 |
| PATHWAY VALUE | PIONEER UNISON | 8DI6GUVUC | SXMVR | 6.11% | $21,023,103 |
| FOUNDATION ZENITH UNISON | SIGNAL HARBOR | KHWPH21GB | CJDRJ | 4.45% | $16,217,375 |
| ELEMENT BEACON BRIDGE | PIONEER QUANTUM | 1AW7SKGLP | VZKXS | 11.48% | $63,749,004 |
| VALUE OAK PATHWAY | ATLAS BRIDGE | QLNMPEAVW | KIQ | 12.24% | $99,160,002 |