VANCOUVER, BRITISH COLUMBIACRD 139037Latest ADV February 27, 2026
Cypress Capital Management US Limited is an SEC registered investment adviser organized as a corporation with a primary office location in Vancouver, British Columbia. Its latest Form ADV filing, dated February 27, 2026, reports $106M in regulatory assets under management, 11 employees, and 58 accounts.
Assets Under Management
$106M
Employees
11
Offices
--
Total Clients
49
Primary office
VANCOUVER, BRITISH COLUMBIA
1055 WEST GEORGIA STREET, SUITE 2080, VANCOUVER, BRITISH COLUMBIA, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
35
2
Individuals
28.6%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$106Mas of February 27, 2026
Discretionary100.0%
$106M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$106M
Total Accounts58
10Y AUM Change+$64M (+154.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee4:1
10Y Employee Change+2 (+22.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.