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THE CYPRESS FUNDS LLC

LOS ANGELES, CA · CRD 107502 · IAPD ↗ · thecypressfunds.com · 213-891-6375

$723.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2024 — THE CYPRESS FUNDS LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.