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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Wave signal
- Established Date
- 11-17-2003
- Office Locations
- 1
Office Locations
About Cypress Path Capital, LLC
Cypress Path Capital, LLC is a Carmel, CA RIA serving retail and institutional clients with active portfolio management and financial planning. The firm targets long-term capital appreciation with downside protection, building portfolios of individual securities and ETFs aligned to global secular trends, backed by 50+ years of global markets experience (including global macro and Asia). Custody includes Charles Schwab.
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Owner & Executives
HOWARD CARL GIVEN II
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #2307489
- Ownership
- 75% or more
RAYMOND EDWARD MAYER JR
Manager, Partner
- CRD
- #2346406
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,648,131 | $340,655 |
| Non-Discretionary | $941,912 | $226,724 |
| Total | $81,590,043 | $336,692 |
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Separately Managed Accounts
Total SMA Asset: $81,590,043
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,279,127,819 | 21.0% |
| Cash | $791,841,031 | 13.0% |
| U.S. Government/Agency | $475,104,618 | 7.8% |
| Public Funds | $1,577,590,976 | 25.9% |
| Corporate - Investment Grade | $377,647,261 | 6.2% |
| Municipal Bonds | $1,589,773,145 | 26.1% |
| Total | $6,091,084,850 | 100.0% |