# Cypress Point Investment Management LP

> Cypress Point Investment Management LP is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 316549
- Filed as: CYPRESS POINT INVESTMENT MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316549
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-point-investment-management-lp-mill-valley-ca-316549

## Quick answers

**How is Cypress Point Investment Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Cypress Point Investment Management LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cypress Point Investment Management LP located?**
Cypress Point Investment Management LP's principal office is in Mill Valley, CA, according to its Form ADV.

**Is Cypress Point Investment Management LP registered with the SEC or a state?**
Cypress Point Investment Management LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 316549.

**How much does Cypress Point Investment Management LP manage?**
Cypress Point Investment Management LP reports $512,361,156 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**How have Cypress Point Investment Management LP's assets and staff changed since 2025?**
In the Form ADV data for Cypress Point Investment Management LP: Regulatory assets under management: $283,866,958 in the October 2025 data and $512,361,156 in the October 2026 data, up 80%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cypress Point Investment Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); sovereign wealth funds and foreign official institutions (1).

**Which custodians does Cypress Point Investment Management LP use?**
Cypress Point Investment Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank, National Association and Morgan Stanley & Co.international PLC as custodians holding 10% or more of its separately managed account assets.

**Does Cypress Point Investment Management LP 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/316549

**What changed in Cypress Point Investment Management LP's recent Form ADV filings?**
In the August 2026 filing data: 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
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Citibank, National Association
- Morgan Stanley & Co.international PLC

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: $512,361,156
- Discretionary: $512,361,156
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $116,337,101 |
| Sovereign wealth funds and foreign official institutions | 1 | $396,024,055 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 4 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)
- [cypresspointlp.com](https://cypresspointlp.com)
- LinkedIn @cypress-point-investment-management-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $283,866,958 | 4 | March 31, 2025 |
| October 2026 | $512,361,156 | 4 | July 29, 2026 |

Regulatory assets under management: $283,866,958 in the October 2025 data and $512,361,156 in the October 2026 data, up 80%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $283,866,958 to $512,361,156 (+80%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Point Investment Management LP (CRD 316549): Form ADV filing data as of October 2026.