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CYPRESS CREEK PARTNERS

AUSTIN, TX · CRD 129346 · IAPD ↗ · cypresscreekpartners.com · 800-725-9456

$499.7MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
July 2026 — CYPRESS CREEK PARTNERS grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
July 2025 — CYPRESS CREEK PARTNERS now reports custody of client assets ($169.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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