# Cypress Path Capital, LLC

> Cypress Path Capital, LLC is a state-registered investment advisory firm in Carmel, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 133975
- Filed as: CYPRESS PATH CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133975
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-path-capital-llc-carmel-ca-133975

## Quick answers

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

**Where is Cypress Path Capital, LLC located?**
Cypress Path Capital, LLC's principal office is in Carmel, CA, according to its Form ADV.

**Is Cypress Path Capital, LLC registered with the SEC or a state?**
Cypress Path Capital, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 133975.

**How much does Cypress Path Capital, LLC manage?**
Cypress Path Capital, LLC reports $81,590,043 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (99% discretionary).

**What types of clients does Cypress Path Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (18); charitable organizations (2).

**Does Cypress Path Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133975

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $81,590,043
- Discretionary: $80,648,131
- Non-discretionary: $941,912

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $8,189,512 |
| High net worth individuals | 43 | $72,188,452 |
| Charitable organizations | 2 | $1,212,079 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cypresspath.com](https://cypresspath.com)
- [facebook.cypresspath](https://facebook.cypresspath)
- LinkedIn @raymond-mayer-6b5b9b80

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Path Capital, LLC (CRD 133975): Form ADV filing data as of October 2026.