# Cypress Praxis, LLC

> Cypress Praxis, LLC is a state-registered investment advisory firm in San Rafael, CA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 111716
- Filed as: CYPRESS PRAXIS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111716
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716

## Quick answers

**How is Cypress Praxis, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cypress Praxis, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cypress Praxis, LLC located?**
Cypress Praxis, LLC's principal office is in San Rafael, CA, according to its Form ADV.

**Is Cypress Praxis, LLC registered with the SEC or a state?**
Cypress Praxis, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 111716.

**How much does Cypress Praxis, LLC manage?**
Cypress Praxis, LLC reports $94,453,939 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Cypress Praxis, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (11).

**Does Cypress Praxis, 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/111716

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $94,453,939
- Discretionary: $94,453,939
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,711,275 |
| High net worth individuals | 32 | $88,426,428 |
| Charitable organizations | Fewer than 5 | $316,236 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cypresspraxis.com
- cypresspraxisllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Praxis, LLC (CRD 111716): Form ADV filing data as of October 2026.