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Building 2CYPRESS CREEK PARTNERS

Map pinAUSTIN, TX
Phone800-725-9456
NotebookSEC #801-62618
Total AUM
$409.9M
Employees
7
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
712 W. 34TH STREET
SUITE 201
AUSTIN
TX 78705
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
800-725-9456

ReceiptFinancials

Total AUM
$409.9M
Accounts
14
Discretionary
$348.8M
Accounts
12
Non-Discretionary
$61.1M
Accounts
2

ContactClients

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Investment Company Clients
4
AUM
$240.8M
Pooled Vehicle Clients
10
AUM
$169.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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