CYPRESS POINT WEALTH MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm


Number of Employees:

22 4.76%

of those in investment advisory functions:

3


Registration:

SEC, Approved, 4/24/2007

AUM:

797,672,725 29.51%

of that, discretionary:

687,083,453 31.66%

Private Fund GAV:

7,050,722 -59.61%

Avg Account Size:

848,588 21.10%

% High Net Worth:

67.52% -2.75%


SMA’s:

YES

Private Funds:

2

Contact Info

214 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
626M 537M 447M 358M 268M 179M 89M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Cypress Point Wealth Management, LLC Buys , Unity Software Inc, Vanguard High Dividend Yield ...
05/07/2021

Related Stocks: PLTR, VYM, ASAN, ACC, REGI, BSV, U, CRM, STXB, PRCH, TLND, SO,

gurufocus.com

The tragedies, failures and scuttled plans that made the Augusta Masters
04/08/2021

So many things needed to go wrong for the Masters to be so right - Civil War, the Great Depression, a destructive hurricane, a lost match and a minor

irishexaminer.com

West Palm Beach Apartments Trade Hands
04/01/2021

The property is located at 1310 Cypress Point Drive in Rock Hill, South Carolina. The transaction was structured with a 10-year term and 30-year amortization schedule.

multihousingnews.com

Start date announced for building of Fylde to M55 link road
03/26/2021

Work is due to start in May on construction of the long-awaited road set to bring jobs, housing and investment to Fylde.

blackpoolgazette.co.uk

Start date announced for building of Fylde to M55 link road
03/25/2021

The scheme is one of 10 'shovel ready' projects across the county to receive support as part of the Getting Building Fund to speed up construction ... replacing the old moss road between Cypress Point at Ansdell and the Whitehills Business Park at Peel ...

blackpoolgazette.co.uk

Cypress Point Golf Club
02/14/2021

We're not asking for your money. This is not a step towards a paywall. Our news is free and we intend to keep it that way.

bisnow.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $7,050,722
Venture Capital Fund 1 $

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
69608A108 PALANTIR TECHNOLOGIES INC $39,121,299 19.00% 10.00% 0.00%
25434V708 DIMENSIONAL ETF TRUST $31,973,529 15.00% 4.00% 3.00%
025072158 AMERICAN CENTY ETF TR $13,008,498 6.00% 27.00% 25.00%
25434V799 DIMENSIONAL ETF TRUST $8,533,740 4.00% 7.00% 9.00%
922908769 VANGUARD INDEX FDS $8,466,396 4.00% 34.00% 30.00%
922908363 VANGUARD INDEX FDS $7,819,074 4.00% 13.00% 9.00%
30231G102 EXXON MOBIL CORP $6,787,130 3.00% 0.00% 1.00%
25434V401 DIMENSIONAL ETF TRUST $3,442,116 2.00% 117.00% 110.00%
25434V104 DIMENSIONAL ETF TRUST $4,899,150 2.00% 2.00% -1.00%
025072802 AMERICAN CENTY ETF TR $3,551,439 2.00% 3.00% 4.00%