{
  "crd_number": 167195,
  "slug": "cypress-point-capital-management-llc-167195",
  "primary_business_name": "CYPRESS POINT CAPITAL MANAGEMENT, LLC",
  "legal_name": "CYPRESS POINT CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-09-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 184400000.0,
  "raum_discretionary": 34400000.0,
  "raum_non_discretionary": 150000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 170300000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 14100000.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/in/cpcm-will-patterson"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167195",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/cypress-point-capital-management-llc-167195",
  "display_name": "Cypress Point Capital Management, LLC",
  "summary": "Cypress Point Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Cypress Point Capital Management, LLC (CRD 167195): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Cypress Point Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cypress Point Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Cypress Point Capital Management, LLC registered with the SEC or a state?",
      "a": "Cypress Point Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 167195."
    },
    {
      "q": "How much does Cypress Point Capital Management, LLC manage?",
      "a": "Cypress Point Capital Management, LLC reports $184,400,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (19% discretionary)."
    },
    {
      "q": "How have Cypress Point Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cypress Point Capital Management, LLC: Regulatory assets under management: $125,400,000 in the October 2021 data and $184,400,000 in the October 2026 data, up 47%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cypress Point Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Cypress Point Capital Management, LLC use?",
      "a": "Cypress Point Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Private Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cypress Point Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/167195"
    },
    {
      "q": "Does Cypress Point Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"There is no minimum size account needed to open or maintain an account.\""
    },
    {
      "q": "What changed in Cypress Point Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its legal name from Cullen, Patterson Capital Management, LLC to Cypress Point Capital Management, LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 125400000.0,
      "total_employees": 2,
      "filing_date": "2021-02-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 133700000.0,
      "total_employees": 2,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 132100000.0,
      "total_employees": 2,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 152600000.0,
      "total_employees": 2,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 173200000.0,
      "total_employees": 2,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184400000.0,
      "total_employees": 1,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its legal name from Cullen, Patterson Capital Management, LLC to Cypress Point Capital Management, LLC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 2 to 1."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum size account needed to open or maintain an account."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "CPCM charges an annual management fee of 1.25% of assets per annum with a minimum annual fee of $5,000.00."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 5000.0,
      "planning": []
    },
    "quotes": [
      "There is no minimum size account needed to open or maintain an account.",
      "CPCM charges an annual management fee of 1.25% of assets per annum with a minimum annual fee of $5,000.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Citi Private Bank",
      "name_as_filed": "CITI PRIVATE BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cypress-point-capital-management-llc-167195.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 14100000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 170300000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167195",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}