L
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
4 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2024
- Office Locations
- 1
Office Locations
-- Long Beach CA
About Leyland Cypress, LLC
Leyland Cypress, LLC is a Long Beach-based RIA. The firm has been operating for 2 years. Managing $2.2M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
63 AVG AGE
$538.5K AVG AUM / ADVISOR
$179.5K AVG AUM / CLIENT
2.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ridge Atlas catalyst Horizon element
Client Personas
Pathway zenith
Custodian
Radial
Fund Managers
Insight timber
Investment Themes
Vital
Investment Vehicles
Peak Unison frontier
Services
Pioneer oak Pathway element Pioneer
Owner & Executives
Brenden James O'Connell
Chief Investment Officer, Founder
- CRD
- #7606826
- Ownership
- 25% but less than 50%
(577) 890-6351
matrix.radial@atlascapital.com
in linkedin.com/in/quantum-frontier
R
Ritwik Kumar
CHIEF TECHNOLOGY OFFICER
- CRD
- #7857828
- Ownership
- 10% but less than 25%
(768) 728-6062
fusion.pathway@optimacapital.com
in linkedin.com/in/summit-unison
S
Summit matrix
Eagle momentum matrix
- CRD
- #34489
- Ownership
- 22.2%
(723) 974-1246
catalyst.atlas@bridgecapital.com
in linkedin.com/in/frontier-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,154,161 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,154,161 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,154,161
Equity - Exchange:
46.3% U.S. Government/Agency:
12.7% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,688,964,758 | 46.3% |
| U.S. Government/Agency | $463,279,750 | 12.7% |
| Cash | $1,495,627,540 | 41.0% |
| Total | $3,647,872,048 | 100.0% |