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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-10-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 27, 2024 and May 14, 2025, reported AUM decreased 55.9%, from $130.4M to $57.5M.
Across 5 reported observations, AUM decreased 65.1% between December 17, 2021 and May 14, 2025, from $164.7M to $57.5M.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 2 advisory representatives and 47 clients, or 23.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cypress Capital Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANA S. KILBORNE
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
JAMES T. SWANN
DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 12 owners & executives
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THERESA D STRICKLAND
Senior Portfolio Manager
- CRD
- #5003073
Showing 1 of 13 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Cypress Capital Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cypress Capital Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.