CYPRIUM PARTNERS
CYPRIUM INVESTMENT PARTNERS LLC Legal Name
Adviser information for CYPRIUM PARTNERS last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 14 |
| 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 | 4 | $553.8M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $553.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $553.8M |
| 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 | 4 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-73409 |
|---|---|
| SEC ERA File Number | 801-73409 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160746 |
| Legal Entity Identifier | None |
Principal Office
200 PUBLIC SQUARE STE 2020CLEVELAND
OH
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 216-453-4500, Fax: None
Chief Compliance Officer
LISA VULIC
CFO
200 PUBLIC SQUARE, SUITE 2020
CLEVELAND
OH
United States
Tel:
216-453-4505
Fax:
216-453-4505
L*****@**********M
(Full email address available in API data)
Regulatory Contact
DANIEL KESSLER
PARTNER
200 PUBLIC SQUARE, SUITE 2020
CLEVELAND
OH
United States
Tel:
216-453-4533
Fax:
216-453-4533
D*******@**********M
(Full email address available in API data)
Industry Affiliates
| CYPRIUM IV MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CYPRIUM SBIC I MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CYPRIUM V MANAGEMENT LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CYPRIUM INVESTORS IV LP | Private Equity Fund | $124.0M | $0.3M | 52 |
| CYPRIUM INVESTORS V LP | Private Equity Fund | $166.4M | $0.2M | 23 |
| CYPRIUM PARALLEL INVESTORS V LP | Private Equity Fund | $161.0M | $0.1M | 17 |
| CYPRIUM SBIC I LP | Private Equity Fund | $2.2M | $0.2M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SINNENBERG, JOHN, R | Individual | – | PARTNER AND MEMBER | 06/2011 | 25-50% |
| LEWIS, LELAND, JOHN | Individual | – | PARTNER AND MEMBER | 06/2011 | 25-50% |
| CONATON, MICHAEL, J | Individual | – | PARTNER AND MEMBER | 06/2011 | 10-25% |
| HAAS, BETH, ANN | Individual | – | PARTNER AND MEMBER | 01/2022 | 5-10% |
| Kessler, Daniel, J | Individual | – | PARTNER AND MEMBER | 01/2022 | 5-10% |
| VULIC, LISA, ROSE | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |