AdvisorCensus / Financial advisors / Cypress Capital Management US Limited
Cypress Capital Management US Limited
Filed as CYPRESS CAPITAL MANAGEMENT US LIMITED
Cypress Capital Management US Limited is an SEC-registered investment advisory firm in Vancouver, British Columbia, Canada, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.
Quick answers
From the filingHow is Cypress Capital Management US Limited compensated?
On its Form ADV (Item 5.E, October 2026), Cypress Capital Management US Limited reports these compensation arrangements: a percentage of assets under its management.
How much does Cypress Capital Management US Limited charge?
Its Form ADV Part 2A brochure dated February 27, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; $2,000,000 to $5,000,000: 0.5% a year; Above $5,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Cypress Capital Management US Limited located?
Cypress Capital Management US Limited's principal office is in Vancouver, British Columbia, Canada, according to its Form ADV; the December 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Cypress Capital Management US Limited registered with the SEC or a state?
Cypress Capital Management US Limited is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139037.
How much does Cypress Capital Management US Limited manage?
Cypress Capital Management US Limited reports $106,218,886 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).
How have Cypress Capital Management US Limited's assets and staff changed since 2021?
In the Form ADV data for Cypress Capital Management US Limited: Regulatory assets under management: $51,475,616 in the October 2021 data and $106,218,886 in the October 2026 data, up 106%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cypress Capital Management US Limited serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (14).
Which custodians does Cypress Capital Management US Limited use?
Cypress Capital Management US Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Ltd. and Scotia Private Client Group as custodians holding 10% or more of its separately managed account assets.
Does Cypress Capital Management US Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139037
What changed in Cypress Capital Management US Limited's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $94,729,246 to $106,218,886 (+12%). No longer lists an office in Vancouver, British Columbia. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $2,000,000 | 0.75% |
| $2,000,000 to $5,000,000 | 0.5% |
| Above $5,000,000 | 0.4% |
The brochure's wording
Our standard fee schedule is as follows and we reserve the right to negotiate fees based on client specific factors: 1.0% per annum on assets up to $1 million 0.75% per annum on the next $1 million in assets 0.50% per annum on the next $3 million in assets 0.40% per annum on the balance
As stated in the firm's Form ADV Part 2A brochure dated February 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$106,218,886 as of October 2026, filing dated February 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 11. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the December 2025 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $106,218,886 | 11 | February 27, 2026 |
| October 2025 | $94,729,246 | 11 | February 14, 2025 |
| October 2024 | $79,533,601 | 11 | February 12, 2024 |
| October 2023 | $88,964,634 | 11 | February 7, 2023 |
| October 2022 | $87,699,082 | 11 | July 4, 2022 |
| October 2021 | $51,475,616 | 11 | June 11, 2021 |
Regulatory assets under management: $51,475,616 in the October 2021 data and $106,218,886 in the October 2026 data, up 106%.
Total employees: 11 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $94,729,246 to $106,218,886 (+12%).
- No longer lists an office in Vancouver, British Columbia.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cypress Capital Management US Limited (CRD 139037): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cypress-capital-management-us-limited-vancouver-british-columbia-139037