CRD: 139037
Cypress Capital Management US Limited
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 04-06-2006
- Office Locations
- 1
Office Locations
About Cypress Capital Management US Limited
Cypress Capital Management US Limited is a Vancouver-based investment manager serving retail and institutional clients, with a focus that includes entrepreneurs. The firm emphasizes portfolio construction and asset allocation grounded in academic finance research, using an ETF-centric approach complemented by fixed income. Clients receive detailed quarterly market commentary through its Cypress Quarterlies reports.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK WILLIAM ADAMS
Corporate Secretary, First Vice President, Secretary
- CRD
- --
- Ownership
- Less than 5%
BRIAN KEITH ALEXANDER
Advisor, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Matrix frontier
Signal foundation meridian
- CRD
- #12526
- Ownership
- 36.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,218,886 | $1,831,360 |
| Non-Discretionary | $0 | -- |
| Total | $106,218,886 | $1,831,360 |
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Separately Managed Accounts
Total SMA Asset: $106,218,886
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $698,917,326 | 30.8% |
| Sovereign Bonds | $787,416,598 | 34.7% |
| Corporate - Investment Grade | $519,649,570 | 22.9% |
| Cash | $263,228,603 | 11.6% |
| Total | $2,269,212,097 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM OPTIMA | NORTH VALUE | XKZIY8TIW | UCA | 0.67% | $100,466,420 |
| PIONEER PRIME | CREST FOUNDATION | RDHSIICN2 | MPTL | 2.54% | $16,016,287 |
| ALPHA PEAK CATALYST | ATLAS ATLAS | 93AMS6HHZ | YQV | 3.41% | $6,840,388 |
| PATHWAY FOUNDATION PIONEER | TIMBER PATHWAY | SHDVYUS9V | WTQF | 11.41% | $90,600,288 |
| VECTOR FOCUS VECTOR | QUANTUM OPTIMA | UCUJA0QOP | ITZ | 8.74% | $8,935,085 |
| RIDGE INSIGHT VERTEX | SIGNAL FOUNDATION | KIVHPCTAG | VMIES | 12.30% | $56,683,146 |
| VALUE FOCUS EMBER | VITAL WAVE | X6ZVVAGIA | KRLXZ | 4.61% | $29,531,926 |
| HARBOR PEAK | CATALYST PRIME | IBAB5JIHO | MLAAY | 10.44% | $116,697,825 |