# 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.

- CRD: 139037
- Filed as: CYPRESS CAPITAL MANAGEMENT US LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, British Columbia, Canada
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139037
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-capital-management-us-limited-vancouver-british-columbia-139037

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Ltd.
- Scotia Private Client Group

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.

### Regulatory assets under management (Item 5.F)
- Total: $106,218,886
- Discretionary: $106,218,886
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,225,227 |
| High net worth individuals | 35 | $101,993,659 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the December 2025 filing
- Vancouver, British Columbia

### Websites listed on Form ADV (Item 1.I)
- [cypresscap.com](https://cypresscap.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $51,475,616 | 11 | June 11, 2021 |
| October 2022 | $87,699,082 | 11 | July 4, 2022 |
| October 2023 | $88,964,634 | 11 | February 7, 2023 |
| October 2024 | $79,533,601 | 11 | February 12, 2024 |
| October 2025 | $94,729,246 | 11 | February 14, 2025 |
| October 2026 | $106,218,886 | 11 | February 27, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Capital Management US Limited (CRD 139037): Form ADV filing data as of October 2026.