$43.7M Total AUM
$31.6M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 11-12-2013
- Office Locations
- 1
Office Locations
-- Sacramento CA
About Cypress Point Financial Advisors
Cypress Point Financial Advisors is a Sacramento, CA-based retail RIA led by David Laurance Herman (CIO/CCO). Portfolios are implemented primarily with public funds and ETFs, with smaller allocations to cash and municipal/U.S. government bonds. The practice custodies with Charles Schwab and uses Tamarac—helpful for model delivery and distribution follow-through.
Team overview
55 AVG AGE
$43.7M AVG AUM / ADVISOR
$873.9K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Client Personas
Pioneer
Investment Themes
Ridge pioneer Vector north
Investment Vehicles
Ember peak Beacon vector
Platform
Glacier
Services
Momentum Catalyst capital Oak
Technology
Timber
Owner & Executives
D
DAVID LAURANCE HERMAN
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2542793
- Ownership
- 75% or more
(694) 885-8789
vector.alpha@unisoncapital.com
in linkedin.com/in/quantum-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,618,143 | $438,928 |
| Non-Discretionary | $12,075,682 | -- |
| Total | $43,693,825 | $438,928 |
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Separately Managed Accounts
Total SMA Asset: $43,693,825
Public Funds:
16.8% Equity - Exchange:
19.1% Cash:
18.1% Municipal Bonds:
22.8% U.S. Government/Agency:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $948,977,096 | 16.8% |
| Equity - Exchange | $1,078,896,579 | 19.1% |
| Cash | $1,022,409,848 | 18.1% |
| Municipal Bonds | $1,287,897,488 | 22.8% |
| U.S. Government/Agency | $1,310,492,180 | 23.2% |
| Total | $5,648,673,191 | 100.0% |