CYPRESS CAPITAL PARTNERS, LLC
Adviser information for CYPRESS CAPITAL PARTNERS, LLC last updated from Form ADV on March 17th, 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 | Illinois, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 45 | $439.1M |
| Non-Discretionary | 0 | $0 |
| Total | 45 | $439.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 21 | $439.1M |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 21 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesTRADING AND MARKET ADVISORY SERVICES |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-66861 |
|---|---|
| SEC ERA File Number | 801-66861 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140754 |
| Legal Entity Identifier | None |
Principal Office
980 NORTH MICHIGAN AVENUESUITE 1400
CHICAGO
IL
United States
Monday - Friday, 7:30-4:30
Tel: 312-397-9090, Fax: None
Chief Compliance Officer
WILLIAM ROY LAUGHRIDGE
PARTNER
10955 WEST 204TH STREET
MOKENA
IL
United States
Tel:
815-354-1040
W**********@*************************T
(Full email address available in API data)
Regulatory Contact
ANDREA ELIZABETH HOSBEIN
PARTNER
980 NORTH MICHIGAN AVE
SUITE 1400
CHICAGO
IL
United States
Tel:
312-397-9090
A*******@*************************T
(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 |
|---|---|---|---|---|---|
| HOSBEIN, ANDREA, ELIZABETH | Individual | – | MEMBER | 05/2006 | 25-50% |
| LAUGHRIDGE, WILLIAM, R. | Individual | – | CHIEF COMPLIANCE OFFICER/MEMBER | 05/2006 | 25-50% |
| LAUGHRIDGE, CHERYL, L. | Individual | – | MANAGING MEMBER | 05/2006 | 50-75% |