← Tributary

CYPRESS INVESTMENT MANAGEMENT, LLC

OAKBROOK TERRACE, IL · CRD 327810 · IAPD ↗ · cypressholdings.com · (331) 307-7444

$302.2MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
127Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
February 2025 — CYPRESS INVESTMENT MANAGEMENT, LLC changed its website from cypresshldings.com to cypressholdings.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
32
February 2025 — CYPRESS INVESTMENT MANAGEMENT, LLC notice-filed in MN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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