CRD: 140754
Cypress Capital Partners, LLC
Chicago, IL, 60611
3123979090
$464.4M Total AUM
$464.4M Disc. AUM
7.5% 3Y CAGR
3 Employees
32 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
980 North Michigan Avenue Suite 1585 Chicago IL
About Cypress Capital Partners, LLC
Cypress Capital Partners, LLC is a Chicago-based RIA. The firm has been operating for 20 years. Managing $464.4M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$232.2M AVG AUM / ADVISOR
$14.5M AVG AUM / CLIENT
20.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Focus vital
Services
Summit ridge Foundation
Owner & Executives
C
CHERYL L. LAUGHRIDGE
Managing Member, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(226) 832-4965
meridian.insight@crestcapital.com
in linkedin.com/in/element-peak
ANDREA ELIZABETH HOSBEIN
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(764) 278-4271
alpha.meridian@oakcapital.com
in linkedin.com/in/summit-vital
V
Vital pathway
Vector catalyst
- CRD
- #72800
- Ownership
- 49.5%
(949) 387-2447
foundation.meridian@valuecapital.com
in linkedin.com/in/crest-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,414,004 | $8,762,528 |
| Non-Discretionary | $0 | -- |
| Total | $464,414,004 | $8,762,528 |
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Separately Managed Accounts
Total SMA Asset: $464,414,004
Municipal Bonds:
20.8% Cash:
45.5% U.S. Government/Agency:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $554,649,901 | 20.8% |
| Cash | $1,213,296,658 | 45.5% |
| U.S. Government/Agency | $898,639,502 | 33.7% |
| Total | $2,666,586,061 | 100.0% |