The Cypress Funds LLC has been in business since 1969 and provides investment advice to investment funds. Cypress invests in equity and equity-related securities traded in U.S. and non-U.S. markets. Cypress uses bottom-up, fundamental research and analysis in its investment decision-making process. Cypress seeks to maximize long-term capital appreciation for the Funds by taking long positions in securities.
Assets Under Management$800M
Clients3
AdvisorsN/A
Avg. per Client$270M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Quarterly management fee in advance of 0.25% of the net asset value of that investor’s Fund interest (annualized to 1.0%) and a performance allocation of 15% of net profits. Some legacy investors in the Funds pay lower management fees and performance allocations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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