# Cypress Point Capital Management, LLC

> 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.

- CRD: 167195
- Filed as: CYPRESS POINT CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167195
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-point-capital-management-llc-167195

## Quick answers

**How is Cypress Point Capital Management, LLC compensated?**
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).

**Is Cypress Point Capital Management, LLC registered with the SEC or a state?**
Cypress Point Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 167195.

**How much does Cypress Point Capital Management, LLC manage?**
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).

**How have Cypress Point Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cypress Point Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); charitable organizations (1).

**Which custodians does Cypress Point Capital Management, LLC use?**
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.

**Does Cypress Point Capital Management, 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/167195

**Does Cypress Point Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "There is no minimum size account needed to open or maintain an account."

**What changed in Cypress Point Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Changed its legal name from Cullen, Patterson Capital Management, LLC to Cypress Point Capital Management, LLC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> There is no minimum size account needed to open or maintain an account.

- Minimum annual fee: $5,000

> CPCM charges an annual management fee of 1.25% of assets per annum with a minimum annual fee of $5,000.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Citi Private Bank

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: $184,400,000
- Discretionary: $34,400,000
- Non-discretionary: $150,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $14,100,000 |
| Charitable organizations | 1 | $170,300,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 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)
- LinkedIn @cpcm-will-patterson

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,400,000 | 2 | February 16, 2021 |
| October 2022 | $133,700,000 | 2 | March 11, 2022 |
| October 2023 | $132,100,000 | 2 | March 21, 2023 |
| October 2024 | $152,600,000 | 2 | March 21, 2024 |
| October 2025 | $173,200,000 | 2 | March 7, 2025 |
| October 2026 | $184,400,000 | 1 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Changed its legal name from Cullen, Patterson Capital Management, LLC to Cypress Point Capital Management, LLC.

### December 2025
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Point Capital Management, LLC (CRD 167195): Form ADV filing data as of October 2026.