$63.2M Total AUM
$62.8M Disc. AUM
-27.1% 3Y CAGR
7 Employees
47 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 10-10-2005
- Office Locations
- 2
Office Locations
251 Royal Palm WAY Suite 500 Palm Beach FL
644 Georgia AVE Palo Alto CA
About Cypress Capital Group
Cypress Capital Group is a retail and institutional investment and development firm focused on opportunistic single- and multifamily residential projects in tech-centered markets including Silicon Valley, New York, and Austin. Backed by a dedicated design-build team and proprietary analytical software, the senior partners bring 120+ years of institutional experience and emphasize disciplined acquisition, design, and construction aligned to investor objectives.
Team overview
54 AVG AGE
$31.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.2 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Accredited Investors
Summit signal
Asset Classes
Ridge Glacier crest Element glacier Bridge legacy Momentum Fusion quantum Ridge
Client Personas
Quantum oak
Custodian
Ridge Pioneer Zenith ember Ember
Geographic Focus
Unison alpha
Industry Interests
Focus Pathway
Investment Themes
Beacon value Vital optima Meridian
Investment Vehicles
Beacon Legacy
Services
Harbor pioneer Frontier Catalyst peak
Technology
Beacon
Owner & Executives
D
DANA S. KILBORNE
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
(261) 744-6334
value.matrix@signalcapital.com
in linkedin.com/in/radial-eagle
J
JAMES T. SWANN
DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
(696) 250-4822
vertex.value@elementcapital.com
in linkedin.com/in/vital-eagle
H
Harbor alpha
Fusion zenith focus
- CRD
- #75359
- Ownership
- 46.5%
(769) 373-7025
beacon.unison@glaciercapital.com
in linkedin.com/in/eagle-timber
Showing 2 of 12 owners & executives
Unlock allContacts
J
Jay Chen
Partner
- CRD
- --
(632) 231-9852
harbor.quantum@fusioncapital.com
in linkedin.com/in/ember-wave
J
Joseph Luik
Partner
- CRD
- --
(718) 646-4385
atlas.element@vertexcapital.com
in linkedin.com/in/oak-element
H
Horizon prime
Capital optima vital
- CRD
- #69659
(615) 624-7443
crest.signal@catalystcapital.com
in linkedin.com/in/atlas-vital
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,782,078 | $1,140,423 |
| Non-Discretionary | $401,929 | $234,000 |
| Total | $63,184,007 | $1,105,561 |
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Separately Managed Accounts
Total SMA Asset: $63,184,007
Equity - Exchange:
11.5% Cash:
23.1% Corporate - Investment Grade:
16.3% Public Funds:
25.3% Municipal Bonds:
18.2% Sovereign Bonds:
5.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $903,547,599 | 11.5% |
| Cash | $1,814,952,134 | 23.1% |
| Corporate - Investment Grade | $1,280,680,510 | 16.3% |
| Public Funds | $1,987,804,718 | 25.3% |
| Municipal Bonds | $1,429,962,287 | 18.2% |
| Sovereign Bonds | $439,988,395 | 5.6% |
| Total | $7,856,935,643 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX VECTOR | FUSION PIONEER | 25LK4K7X8 | YKJM | 9.78% | $74,250,915 |
| ATLAS DELTA ALPHA | PEAK ALPHA | VX2R2XMTB | KSSL | 2.87% | $54,492,048 |
| MOMENTUM EAGLE | VALUE HORIZON | AXT39OH0T | RGQ | 6.40% | $93,196,821 |
| CATALYST CAPITAL | GLACIER RADIAL | HS6WPOS5N | RPE | 1.81% | $84,291,089 |
| VITAL VERTEX | EAGLE RADIAL | 3953F2OBA | XVR | 5.31% | $39,271,041 |
| ZENITH FUSION | ALPHA ELEMENT | 3RXINCMAM | HKM | 9.80% | $65,279,421 |
| FOCUS OPTIMA FRONTIER | ALPHA OAK | UGP1M3NHG | GXGTE | 3.62% | $3,872,065 |
| TIMBER ALPHA HORIZON | RIDGE EMBER | MK3PL48GW | KCHJ | 5.59% | $64,341,873 |