9AT: CYPRESS INVESTMENT MANAGEMENT, LLC

other names

CYPRESS INVESTMENT MANAGEMENT, LLC
CYPRESS INVESTMENT MANAGEMENT LLC

Adviser Profile

As of Date	03/25/2026
ADV Location	OAKBROOK TERRACE, IL, United States
Adviser Type - Large advisory firm
Number of Employees	6 20%
of those in investment advisory functions	2 -33%
Registration	SEC, Approved, 11/17/2023

AUM^*	302,200,000 11%
of that, discretionary	302,200,000 11%
Private Fund GAV^*	313,062,429 -31%
Avg Account Size	2,379,528 -45%
SMA’s	No
Private Funds	127 19
Contact Info	(33 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count127	GAV$313,062,429

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ONE STONE PARTNERS L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund289.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV289.7m	AUM289.7m	#Funds9
Adviser PANORAMA POINT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund240.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV240.8m	AUM178.1m	#Funds15
Adviser MBF HEALTHCARE MANAGEMENT II, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund235.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV235.0m	AUM235.0m	#Funds2
Adviser TUATARA CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM132.1m	#Funds-
Adviser SANDBRIDGE INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund981.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV981.6m	AUM281.6m	#Funds9
Adviser CONCORD MANAGEMENT SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund301.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV301.0m	AUM301.0m	#Funds8
Adviser ICP GROUP INVESTMENT MANAGER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund165.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV165.9m	AUM215.9m	#Funds11
Adviser NEBARI PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund509.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV509.7m	AUM509.7m	#Funds15
Adviser LAKESIDE DRIVE MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund372.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV372.3m	AUM372.3m	#Funds22
Adviser PROSPECT PARTNERS ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund378.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV378.4m	AUM378.4m	#Funds3

Brochure Summary

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.

CYPRESS INVESTMENT MANAGEMENT, LLC

Adviser Profile

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Compensation Arrangments

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Brochure Summary

Overview