DFX Intelligence

Data Factory

RE fundsReal estate fund manageriaunsizedunclassified · candidate

Cypress Wealth Advisors

Real Estate Funds

San Francisco, CA

Search this name across graphsid dfx:ref:12c567d1-6452-49c5-ae74-9724387cf098

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 21, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 12
On other graphs: 4
Observed: Sep 15, 2026 to Sep 15, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cypress Wealth Advisors

Private equity manager · shared crd

Venture Capitalidentity

Cypress Wealth Advisors

Venture manager · shared crd

RIA / Wealth Managementidentity

CYPRESS WEALTH ADVISORS

Registered adviser · shared crd

Private Creditidentity

CYPRESS WEALTH ADVISORS

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: cypresswealth.com
Reported GAV: $68.2Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $68.2Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $576Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 9
First real estate filing: 2012
Latest ADV filing: Mar 29, 2019
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 132498
SEC number: 801-63413

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
Cypress Real Estate Partners III, L.P.	Fund of funds	$2.4M	Jul 18, 2018	no	9	n/a	2012	Dropped	no	0
Cypress Real Estate Partners I, L.P.	Fund of funds	$499,247	Mar 31, 2017	no	9	n/a	2012	Dropped	no	0

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 51 rows folded into 7

Year	Vehicles reporting	GAV, sum
2018	8	$72.7M
2017	9	$75.6M
2016	8	$73.9M
2015	7	$62.3M
2014	7	$56.9M
2013	7	$60.0M
2012	5	$54.0M

Relationships

Employs (4)

→ Barbara Hayes YoungPrincipalPrincipal, Managing Member, Chief Executive Officer, Chief Investment Officer
Sep 1, 2004 to presentfactForm ADV
→ Vincent Anthony ColabianchiPrincipalPrincipal, Chief Financial Officer
Apr 1, 2005 to presentfactForm ADV
→ James Eugene LonginottiPrincipalChief Compliance Officer & Co-Chief Investment Officer
Sep 1, 2011 to presentfactForm ADV
→ Sophie Angela LeePrincipalPrincipal, Chief Operating Officer
Nov 1, 2011 to presentfactForm ADV

Manages (9)

→ Cypress Real Estate Funds II, LPReal estate fund vehicleFund of funds
Mar 30, 2012 to presentfactForm ADV
→ Cypress Real Estate Funds, L.P.Real estate fund vehicleFund of funds
Mar 30, 2012 to presentfactForm ADV
→ Cypress Real Estate Partners I, L.P.Real estate fund vehicleFund of funds
Mar 30, 2012 to presentfactForm ADV
→ Cypress Real Estate Partners II, L.P.Real estate fund vehicleFund of funds
Mar 30, 2012 to presentfactForm ADV
→ Cypress Real Estate Partners III, L.P.Real estate fund vehicleFund of funds
Mar 30, 2012 to presentfactForm ADV
→ Cypress Real Estate Opportunity Fund 2012, L.P.Real estate fund vehicleFund of funds
Apr 1, 2013 to presentfactForm ADV
→ Cypress Real Estate Income Fund 2012, L.P.Real estate fund vehicleFund of funds
Apr 1, 2013 to presentfactForm ADV
→ Cypress Real Estate Income Fund 2015, L.P.Real estate fund vehicleFund of funds
Mar 30, 2016 to presentfactForm ADV
→ Cypress Core Real Estate Fund, LPReal estate fund vehicleFund of funds
Mar 31, 2017 to presentfactForm ADV

Dated events

Occurred
Mar 29, 2019
Vehicle dropped from Form ADV
Cypress Real Estate Partners III, L.P. no longer reported on Form ADV by Cypress Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Mar 30, 2018
Vehicle dropped from Form ADV
Cypress Real Estate Partners I, L.P. no longer reported on Form ADV by Cypress Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Mar 31, 2017
Vehicle first reported on Form ADV
Cypress Core Real Estate Fund, LP first reported on Form ADV by Cypress Wealth Advisors, GAV $4,530,521
Form ADVobserved 5 days ago
$4.5M
Occurred
Mar 30, 2016
Vehicle first reported on Form ADV
Cypress Real Estate Income Fund 2015, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $3,943,190
Form ADVobserved 5 days ago
$3.9M
Occurred
Apr 1, 2013
Vehicle first reported on Form ADV
Cypress Real Estate Opportunity Fund 2012, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $55,586
Form ADVobserved 5 days ago
$55,586
Occurred
Apr 1, 2013
Vehicle first reported on Form ADV
Cypress Real Estate Income Fund 2012, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $558,597
Form ADVobserved 5 days ago
$558,597
Occurred
Mar 30, 2012
Manager's first real estate fund filing
Cypress Wealth Advisors first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2012
Vehicle first reported on Form ADV
Cypress Real Estate Partners III, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $3,002,044 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$3.0M
Occurred
Mar 30, 2012
Vehicle first reported on Form ADV
Cypress Real Estate Funds, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $39,969,404 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$40.0M
Occurred
Mar 30, 2012
Vehicle first reported on Form ADV
Cypress Real Estate Partners I, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $1,902,842 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$1.9M
Occurred
Mar 30, 2012
Vehicle first reported on Form ADV
Cypress Real Estate Partners II, L.P. first reported on Form ADV by Cypress Wealth Advisors, GAV $6,675,860 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$6.7M
Occurred
Mar 30, 2012
Vehicle first reported on Form ADV
Cypress Real Estate Funds II, LP first reported on Form ADV by Cypress Wealth Advisors, GAV $2,431,452 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$2.4M

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:12c567d1-6452-49c5-ae74-9724387cf098
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Cypress Wealth Advisors

Real Estate Funds

San Francisco, CA

Search this name across graphsid dfx:ref:12c567d1-6452-49c5-ae74-9724387cf098

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Cypress Real Estate Partners III, L.P.

Fund of funds

$2.4M

Jul 18, 2018

n/a

2012

Dropped

Cypress Real Estate Partners I, L.P.

Fund of funds

$499,247

Mar 31, 2017

n/a

2012

Dropped

Year

Vehicles reporting

GAV, sum

2018

$72.7M

2017

$75.6M

2016

$73.9M

2015

$62.3M

2014

$56.9M

2013

$60.0M

2012

$54.0M