Cypress Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 19, 2026, reports $464M in regulatory assets under management, 3 employees, and 53 accounts.
Assets Under Management
$464M
Employees
3
Offices
--
Total Clients
32
Primary office
CHICAGO, IL
980 NORTH MICHIGAN AVENUE, SUITE 1585, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.8% of total clients.
Top client categories% of clientsClients
1
HNWI
93.8%
30
2
Individuals
3.1%
1
3
Pension Plans
3.1%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of March 19, 2026
Discretionary100.0%
$464M
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$464M
Total Accounts53
10Y AUM Change+$124M (+36.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
10Y Employee Change0 (0.0%)
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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.