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CYPRIUM PARTNERS

CLEVELAND, OH · CRD 160746 · IAPD ↗ · cyprium.com · 216-453-4500

$760.2MRegulatory AUM
14Advisory reps
19Employees
5Clients
n/aPlanning clients
5Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

34
April 2026 — CYPRIUM PARTNERS notice-filed in CO, FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2026 — CYPRIUM PARTNERS added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2025 — CYPRIUM PARTNERS reported RAUM up 41% ($553.8M -> $778.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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