OAKBROOK TERRACE, ILCRD 327810Latest ADV March 25, 2026
Cypress Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakbrook Terrace, IL. Its latest Form ADV filing, dated March 25, 2026, reports $302M in regulatory assets under management, 6 employees, and 127 accounts.
Assets Under Management
$302M
Employees
6
Offices
--
Total Clients
127
Primary office
OAKBROOK TERRACE, IL
18W140 BUTTERFIELD RD, SUITE 1110, OAKBROOK TERRACE, IL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
127
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$302Mas of March 25, 2026
Discretionary100.0%
$302M
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$302M
Total Accounts127
10Y AUM Change+$38M (+14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee21:1
10Y Employee Change+1 (+20.0%)
* 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.