CYPRESS CAPITAL MANAGEMENT, LLC
Adviser information for CYPRESS CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wyoming, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 364 | $107.8M |
| Non-Discretionary | 0 | $0 |
| Total | 364 | $107.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 151 | $32.4M |
| HNW Individuals | 26 | $60.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 9 | $9.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $2.8M |
| Other | <5 | $2.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
312 WHITNEY LANE SUITE 1ASHERIDAN
WY
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 307-674-1770, Fax: 307-674-1772
Websites
Chief Compliance Officer
DENISE EBZERY
CHIEF COMPLIANCE OFFICER
312 WHITNEY LANE SUITE 1A
SHERIDAN
WY
United States
Tel:
307-674-1770
Fax:
307-674-1772
D*****@**************M
(Full email address available in API data)
Regulatory Contact
MATTHEW EBZERY
OWNER
312 WHITNEY LANE SUITE 1A
SHERIDAN
WY
United States
Tel:
307-674-1770
Fax:
307-674-1772
M***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EBZERY, MATTHEW, MCGREGOR | Individual | – | MANAGING MEMBER | 01/2010 | > 75% |
| HERBST, KRISTIN, LOUISE | Individual | – | ADVISOR | 02/2012 | 5-10% |
| EBZERY, DENISE, NOEL | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 68K | 661 | – |
| ABBOTT LABS | COM | 269K | 3K | – |
| ABBRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 852K | 9K | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 9K | – |
| AERCAP HOLDINGS NV | SHS | 1M | 15K | – |
| AGNICO EAGLE MINES LTD | COM | 2M | 31K | – |
| ALPS ETF TR | ALERIAN MLP | 3M | 54K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 2K | 28 | – |
| ALPHABET INC | CPA STK CL A | 28K | 155 | – |
| ALTRIA GROUP INC | COM | 135K | 3K | – |
| AMAZON COM INC | COM | 620K | 3K | – |
| AMC ENTMT HLDGS INC | CL A COM | 777 | 156 | – |
| AMERICAN ELEC PWR INC | COM | 33K | 380 | – |
| AMGEN INC | COM | 1M | 4K | – |
| APACHE CORP | COM | 6K | 207 | – |
| APOLLO COML REAL EST FIN INC | COM | 164K | 17K | – |
| APPLE INC | COM | 20M | 94K | – |
| APPLIED OPTOELECTRONICS INC | COM | 415 | 50 | – |
| ARBOR RLTY TRUST INC | COM | 4K | 250 | – |
| ARCH CAP GROUP LTD | ORD | 1M | 13K | – |
| ARCHER DANIELS MIDLAND CO | COM | 551K | 9K | – |
| ARES CAPITAL CORP | COM | 21K | 1K | – |
| ARES COML REAL ESTATE CORP | COM | 39K | 6K | – |
| AT&T INC | COM | 24K | 1K | – |
| BARRICK GOLD CORP | COM | 5K | 300 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 155K | 382 | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
| BEYOND INC | COM | 949K | 73K | – |
| BLACK HILLS CORP | COM | 8K | 150 | – |
| BLACK STONE MINERALS L P | COM UNIT | 9K | 600 | – |
| BOEING CO | COM | 113K | 623 | – |
| BREEZE HOLDINGS ACQUISITN CO | COM | 0 | 13K | – |
| BREEZE HOLDINGS ACQUISITN CO | *W EXP 05/25/202 | 663K | 2M | – |
| BREEZE HOLDINGS ACQUISITN CO | RIGHT 05/23/2022 | 42K | 240K | – |
| CAMECO CORP | COM | 2M | 31K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 1M | 14K | – |
| CARA THERAPEUTICS INC | COM | 1K | 5K | – |
| CARRIER GLOBAL CORPORATION | COM | 171K | 3K | – |
| CARVANA CO | CL A | 13K | 100 | – |
| CELSIUS HLDGS INC | COM NEW | 2M | 32K | – |
| CENTURYLINK INC | COM | 2K | 2K | – |
| CHEVRON CORP NEW | COM | 2M | 11K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 8K | 125 | – |
| COLGATE PALMOLIVE CO | COM | 97K | 1K | – |
| COMSTOCK RES INC | COM | 3K | 250 | – |
| COSTCO WHSL CORP NEW | COM | 5M | 6K | – |
| CRONOS | COM | 233 | 100 | – |
| CVR ENERGY INC | COM | 978K | 37K | – |
| DEVON ENERGY CORP NEW | COM | 35K | 743 | – |
| DIGITAL TURBINE INC | COM NEW | 822 | 495 | – |
| DIREXION SHS ETF TR | OIL GAS BL 3X SH | 285 | 8 | – |
| DU PONT E I DE NEMOURS & CO | COM | 644 | 8 | – |
| DRAFTKINGS INC | COM CL A | 1M | 27K | – |
| EATON VANCE ENH EQTY INC FD | COM | 77K | 4K | – |
| EATON VANCE TX MGD DIV EQ IN | COM | 53K | 4K | – |
| EATON VANCE TAX MNGD GBL DV | COM | 42K | 5K | – |
| EDWARDS LIFESCIENCES CORP | COM | 88K | 955 | – |
| LILLY ELI & CO | COM | 74K | 82 | – |
| EMERSON ELEC CO | COM | 74K | 675 | – |
| ENERGY TRANSFER LP | COM UT LTD PTN | 307K | 19K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 399K | 14K | – |
| AMPLIFY ETF TR | AMPLIFY JUNIOR S | 102 | 9 | – |
| EXXON MOBIL CORP | COM | 2M | 18K | – |
| FERRARI N V | COM | 265K | 650 | – |
| FIRST INTST BANCSYSTEM INC | COM CL A | 3M | 111K | – |
| FOOT LOCKER | COM | 2M | 63K | – |
| FORD MTR CO DEL | COM PAR $0.01 | 903 | 72 | – |
| FORTREA HLDGS INC | COMMON STOCK | 420 | 18 | – |
| FRANCO NEV CORP | COM | 2M | 20K | – |
| FREEPORT-MCMORAN INC | CL B | 36K | 743 | – |
| GENERAL MLS INC | COM | 19K | 299 | – |
| GILEAD SCIENCES INC | COM | 343 | 5 | – |
| SPDR GOLD TRUST | GOLD SHS | 4M | 20K | – |
| GRANITESHARES GOLD TR | SHS BEN INT | 11K | 485 | – |
| HARLEY DAVIDSON INC | COM | 5K | 150 | – |
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 917 | 100 | – |
| HCA HEALTHCARE INC | COM | 2K | 7 | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2M | 11K | – |
| HONEYWELL INTL INC | COM | 177K | 828 | – |
| ILLINOIS TOOL WKS INC | COM | 52K | 220 | – |
| INVESCO DB US DLR INDEX TR | BULLISH FD | 2K | 76 | – |
| ISHARES TR | 20 YR BD ETF | 3M | 28K | – |
| ISHARES TR | US HLTHCR PR ETF | 29K | 550 | – |
| ISHARES TR | US HOME CONS ETF | 29K | 283 | – |
| ISHARES TR | RUS TP200 GR ETF | 5K | 22 | – |
| ISHARES SILVER TRUST | ISHARES | 1K | 50 | – |
| ISHARES TR | US AER DEF ETF | 39K | 295 | – |
| ISHARES TR | U.S. MED DVC ETF | 8K | 150 | – |
| JOHNSON & JOHNSON | COM | 102K | 700 | – |
| JPMORGAN CHASE & CO | COM | 617K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2M | 30K | – |
| KIMBERLY CLARK CORP | COM | 86K | 616 | – |
| KRAFT HEINZ CO | COM | 295 | 9 | – |
| LABORATORY CORP AMER HLDGS | COM NEW | 4K | 18 | – |
| LANCASTER COLONY CORP | COM | 1M | 7K | – |
| LAREDO PETROLEUM INC | COM | 36K | 800 | – |
| LEXINFINTECH HLDGS LTD | ADR | 2K | 1K | – |
| LOCKHEED MARTIN CORP. | COM | 2M | 4K | – |
| LOUSIANA PAC CORP | COM | 4K | 50 | – |
| VANECK ETF TRUST | GOLD MINERS ETF | 3M | 100K | – |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 691K | 16K | – |
| MATADOR RES CO | COM | 14K | 230 | – |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 21K | 240 | – |
| MERCK & CO INC NEW | COM | 42K | 335 | – |
| MGM RESORTS INTERNATIONAL | COM | 32K | 722 | – |
| MOLSON COORS BREWING CO | CL B | 501K | 10K | – |
| NETFLIX INC | COM | 675 | 1 | – |
| NIKE INC | CL B | 5K | 64 | – |
| NIKOLA CORP | COM | 270 | 33 | – |
| NORTHRIM BANCORP INC | COM | 30K | 525 | – |
| NORTHROP GUNMAN CORP | COM | 31K | 70 | – |
| NOVO-NORDISK A S | ADR | 86K | 600 | – |
| NURCOR CORP | COM | 1M | 8K | – |
| ONEOK PARTNERS LP | UNIT LTD PARTN | 49K | 599 | – |
| OTIS WORLDWIDE CORP | COM | 58K | 600 | – |
| OUTFRONT MEDIA INC | COM | 2K | 148 | – |
| PEABODY ENGR CORP | COM | 1M | 56K | – |
| PENN NATL GAMIN INC | COM | 20K | 1K | – |
| PEPSICO INC | COM | 128K | 774 | – |
| PERRIGO CO PLC | SHS | 1K | 50 | – |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 964K | 66K | – |
| PHILIP MORRIS INTL INC | COM | 2M | 21K | – |
| POLESTAR AUTOMOTIVE HLDG UK | ADS A | 69 | 88 | – |
| POWERSHARES QQQ TRUST | UNIT SER 1 | 151K | 315 | – |
| PROCTER & GAMBLE CO | COM | 286K | 2K | – |
| PROPETRO HLDG CORP | COM | 2K | 200 | – |
| PROSHARES TR II | ULTRA VIX SHORT | 235 | 10 | – |
| PROSHARES TR II | ULTRA BLOOMBERG | 5K | 325 | – |
| PROSPECT CAP CORP | COM | 10K | 2K | – |
| PUBLIC STORAGE | COM | 28K | 96 | – |
| QUALCOMM INC | COM | 50K | 250 | – |
| QUANTERIX CORP | COM | 793 | 60 | – |
| QUEST DIAGNOSTICS INC | COM | 105K | 765 | – |
| RAYTHEON TECHNOLOGIES CORP | COM | 330K | 3K | – |
| REPUBLIC SVCS INC | COM | 146K | 751 | – |
| RIVIAN AUTOMOTIVE INC | COM CL A | 1K | 100 | – |
| SALESFORCE COM INC | COM | 237K | 920 | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 101K | 1K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2K | 27 | – |
| SM ENERGY CO | COM | 13K | 310 | – |
| SOLVENTUM CORP | COM SHS | 9K | 165 | – |
| SOUTHERN COPPER CORP | COM | 1M | 13K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 16K | 30 | – |
| SPROTT PHYSICAL GOLD TR | UNIT | 2K | 75 | – |
| SPROTT ETF TRUST | JR GOLD MINERS E | 2M | 122K | – |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 149 | 15 | – |
| STARBUCKS CORP | COM | 25K | 324 | – |
| EA SERIES TRUST | STRIVE ENHANCED | 3K | 150 | – |
| STURM RUGER & CO INC | COM | 8K | 200 | – |
| SUPER MICRO COMPUTER INC | COM | 1M | 1K | – |
| TARGET CORP | COM | 1K | 10 | – |
| BUCKLE INC | COM | 34K | 907 | – |
| US BANCORP DEL | COM NEW | 123K | 3K | – |
| UBER TECHNOLOGIES INC | COM | 17K | 235 | – |
| UNITED STATES OIL FUND LP | UNITS | 89K | 1K | – |
| UNIVERSAL HEALTH SVCS INC | CL B | 935K | 5K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 10K | 141 | – |
| VANCECK ETF TRUST | SEMICONDUCTOR ETF | 72K | 278 | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 10K | 120 | – |
| VANGUARD BD INDEX FD INC | TOTAL BND MARKET | 14K | 200 | – |
| VERIZON COMMUNICATIONS INC | COM | 77K | 2K | – |
| VISA INC | COM CL A | 2M | 8K | – |
| VISTA OUTDOOR INC | COM | 4K | 100 | – |
| WAL-MART STORES INC | COM | 23K | 345 | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 363 | 30 | – |
| DISNEY WALT CO | COM DISNEY | 14K | 137 | – |
| WARNER BROS DISCOVERY INC | COM SER A | 4K | 527 | – |