Overview
A. Firm Information
Cypress Investment Management, LLC (“CIM” or the “Advisor”) is a registered investment advisor with the U.S.
Securities and Exchange Commission. The Advisor is organized as a Limited Liability Company (LLC) under the laws
of the State of Delaware. CIM was founded in December 2022 and is owned by WISLIM Investments LLC and MAWO
Capital I LLC. The Advisor is operated by Christopher Hughes (Managing Principal and Chief Investment Officer) and
John Staab (Principal, Investor Relations Manager). This Disclosure Brochure provides information regarding the
qualifications, business practices, and the advisory services provided by CIM.
B. Advisory Services Offered
The Advisor provides investment management services to pooled investment vehicles (each a “Fund” and collectively
the “Funds”). These services are detailed in the offering documents for each Fund, which include as applicable,
operating agreements, subscription agreements, and all amendments, supplements and/or addenda thereto
(“Offering Documents”).
The Advisor manages each Fund based on the investment objectives, policies and guidelines as set forth in the
respective Offering Documents and not in accordance with the individual needs or objectives of any particular investor
therein.
Each prospective investor interested in investing in a Fund is required to complete a subscription agreement
in which the prospective investor attests as to whether or not such prospective investor meets the qualifications to
invest in the Fund and further acknowledges and accepts the various risk factors associated with such an investment.
In general, investors in the Funds are not permitted to impose restrictions or limitations. However, the Advisor has,
and may again in the future, enter into side letter agreements with one or more investors that alter, modify, or change
the terms of interest held by investors. Certain types of side letters create a conflict of interest among the Advisor
and investors, and/or between investors themselves.
For more detailed information on investment objectives, policies, and guidelines, please refer to the respective Fund’s
Offering Documents.
C. Wrap Fee Programs
The Advisor does not manage or place assets into a wrap fee program. Portfolio management services are provided
directly by the Advisor.
D. Assets Under Management
As of December 31, 2023, the Advisor manages approximately $272,300,000 of client assets on a
discretionary basis. Clients may request more current information at any time by contacting the Advisor.