CYPRESS POINT INVESTMENT MANAGEMENT LP

MILL VALLEY, California·2 registered advisors·CRD# 316549
SEC# 801-1316010415-598-1040
01

Firm Overview

AUM
$77M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CYPRESS POINT INVESTMENT MANAGEMENT LP

2 registered advisors
Brenden Matthew Smith
MILL VALLEY, California
Marc Anthony Mezzadri
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
2 advisors

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Data sourced from SEC Form ADV filings. CYPRESS POINT INVESTMENT MANAGEMENT LP (CRD# 316549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.