← Tributary

CYPRESS POINT INVESTMENT MANAGEMENT LP

MILL VALLEY, CA · CRD 316549 · IAPD ↗ · cypresspointlp.com · 415-598-1040

$512.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CYPRESS POINT INVESTMENT MANAGEMENT LP crossed $500M in regulatory AUM ($283.9M -> $512.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2025 — CYPRESS POINT INVESTMENT MANAGEMENT LP reported RAUM up 267% ($77.4M -> $283.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — CYPRESS POINT INVESTMENT MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
80
January 2025 — CYPRESS POINT INVESTMENT MANAGEMENT LP (MILL VALLEY, CA) is newly SEC-registered (provisional 120-day approval) with $77.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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