# Cypress Capital Partners, LLC

> Cypress Capital Partners, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 140754
- Filed as: CYPRESS CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140754
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-capital-partners-llc-chicago-il-140754

## Quick answers

**How is Cypress Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cypress Capital Partners, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cypress Capital Partners, LLC located?**
Cypress Capital Partners, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Cypress Capital Partners, LLC registered with the SEC or a state?**
Cypress Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140754.

**How much does Cypress Capital Partners, LLC manage?**
Cypress Capital Partners, LLC reports $464,414,004 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Cypress Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cypress Capital Partners, LLC: Regulatory assets under management: $339,005,799 in the October 2021 data and $464,414,004 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cypress Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Cypress Capital Partners, LLC use?**
Cypress Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cypress Capital Partners, LLC 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/140754

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $464,414,004
- Discretionary: $464,414,004
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | Not reported |
| High net worth individuals | 30 | $464,414,004 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $339,005,799 | 3 | March 25, 2021 |
| October 2022 | $384,858,564 | 3 | March 28, 2022 |
| October 2023 | $376,100,140 | 3 | March 20, 2023 |
| October 2024 | $439,099,036 | 3 | March 17, 2024 |
| October 2025 | $456,699,357 | 3 | March 16, 2025 |
| October 2026 | $464,414,004 | 3 | March 19, 2026 |

Regulatory assets under management: $339,005,799 in the October 2021 data and $464,414,004 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Capital Partners, LLC (CRD 140754): Form ADV filing data as of October 2026.