MILL VALLEY, CACRD 316549Latest ADV March 31, 2026
Cypress Point Investment Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated March 31, 2026, reports $512M in regulatory assets under management, 4 employees, and 4 accounts.
Assets Under Management
$512M
Employees
4
Offices
--
Total Clients
<5
Primary office
MILL VALLEY, CA
100 SHORELINE HIGHWAY, SUITE B375, MILL VALLEY, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.0%
3
2
Sovereign Wealth
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$512Mas of March 31, 2026
Discretionary100.0%
$512M
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$512M
Total Accounts4
10Y AUM Change+$435M (+562.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.