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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CYPRESS CAPITAL MANAGEMENT US LIMITED

CRD 139037

VANCOUVER, BRITISH COLUMBIA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e3404c7-4cd2-618a-33fd-05330aed204e

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 7
On other graphs: 0
Observed: Feb 28, 2012 to Feb 27, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $106MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $106M
Private client RAUM: $106MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 58
Individual clients: 14
High net worth clients: 35
SEC number: 801-66379
CRD: 139037
Filings on the tape: 28
First filed: Feb 28, 2012
Latest filed: Feb 27, 2026
Organised: Corporation
Website: cypresscap.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AGF MASTER LIMITED PARTNERSHIP	Other Private Fund	$4.0M	Jul 13, 2012	1	Feb 27, 2012	dropped	n/a
GLOBAL STRATEGY MASTER LP	Other Private Fund	$3.6M	Jul 13, 2012	1	Feb 27, 2012	dropped	n/a
MULTI-MANAGER LIMITED PARTNERSHIP I	Other Private Fund	$1.0M	Jul 13, 2012	1	Feb 27, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AGF INVESTMENTS INC.	Shareholder	E	yes	10/2007	Feb 28, 2012	Feb 12, 2024
AGF MANAGEMENT LIMITED	DIRECT OWNER	E	yes	10/2007	Feb 28, 2012	Feb 12, 2024
ALEXANDER, BRIAN, KEITH	MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER	Na	yes	10/2020	Feb 26, 2021	Feb 12, 2024
BCG HOLDING CORPORATION	Shareholder	D	yes	11/2008	Feb 25, 2019	Feb 12, 2024
CYPRESS CAPITAL MANAGEMENT LIMITED	PARENT COMPANY	E	yes	11/2005	Feb 28, 2012	Feb 12, 2024
DEAN, THOMAS, ANDREW	MANAGING DIRECTOR & PRESIDENT	Na	yes	10/2020	Feb 28, 2012	Feb 12, 2024
GOLDRING CAPITAL CORPORATION	Shareholder	E	yes	06/1985	Feb 28, 2012	Feb 12, 2024
GOLDRING, BLAKE, CHARLES	DIRECT OWNER	E	yes	04/2008	Feb 28, 2012	Feb 12, 2024
GOLDRING, BLAKE, CHARLES	DIRECTOR & CHAIRMAN	Na	yes	02/2011	Feb 28, 2012	Feb 12, 2024
GOLDRING, JUDITH, GAIL	Director	Na	yes	02/2011	Feb 28, 2012	Feb 12, 2024
WOOD, JENNIFER, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jul 4, 2022	Feb 12, 2024
ADAMS, MARK, WILLIAM	Secretary	Na	no	09/2015	Sep 23, 2015	Feb 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AGF INVESTMENTS LLC	n/a	Asset manager	$4.9B	N	yes	n/a
AGF INVESTMENTS AMERICA INC. / PLACEMENTS AGF AMERIQUE INC.	n/a	Former SEC adviser	$21.6M	N	yes	n/a
AGF INTERNATIONAL ADVISORS COMPANY LIMITED	n/a	n/a	n/a	N	yes	n/a
AGF INVESTMENTS INC.	n/a	n/a	n/a	N	yes	n/a
AGFWAVE ASSET MANAGEMENT INC.	n/a	n/a	n/a	N	yes	n/a
CYPRESS CAPITAL MANAGEMENT LIMITED	n/a	n/a	n/a	Y	yes	n/a
DOHERTY & ASSOCIATES LTD.	n/a	n/a	n/a	N	yes	n/a
HIGHSTREET ASSET MANAGEMENT INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
VANCOUVER, BRITISH COLUMBIA	n/a	Canada	8	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$106M	$106M	11	7	0	n/a	n/a
2024	Feb 14, 2025	$94.7M	$94.7M	11	8	1	n/a	n/a
2023	Feb 12, 2024	$79.5M	$79.5M	11	8	1	n/a	n/a
2022	Feb 7, 2023	$89.0M	$89.0M	11	9	1	n/a	n/a
2021	Feb 25, 2022	$87.7M	$87.7M	11	10	1	n/a	n/a
2020	Feb 26, 2021	$51.5M	$51.5M	11	10	1	n/a	n/a
2019	Feb 27, 2020	$53.5M	$53.5M	11	10	1	n/a	n/a
2018	Feb 25, 2019	$43.2M	$43.2M	11	10	1	n/a	n/a
2017	Feb 28, 2018	$50.3M	$50.3M	11	10	1	n/a	n/a
2016	Feb 7, 2017	$41.8M	$41.8M	9	9	n/a	n/a	n/a
2015	Jan 18, 2016	$41.8M	$41.8M	10	10	n/a	n/a	n/a
2014	Feb 25, 2015	$54.7M	$54.7M	10	10	n/a	n/a	n/a
2013	Feb 27, 2014	$49.6M	$49.6M	10	10	n/a	n/a	n/a
2012	Feb 28, 2013	$57.6M	$57.6M	10	10	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$106M	$94.7M	12.1%	$89.0M	6.1%	11	11	0	1

Relationships

Affiliated with (4)

← AGF INVESTMENTSRegistered adviserother investment adviser, common control
factForm ADV
→ AGF INVESTMENTSRegistered adviserother investment adviser, common control
factForm ADV
→ AGF INVESTMENTSRegistered adviserother investment adviser, common control
factForm ADV
← AGF INVESTMENTSRegistered adviserother investment adviser, common control
factForm ADV

Controls (10)

← GOLDRING, BLAKE, CHARLESOwnerDIRECT OWNER, ownership code E, individual
Feb 28, 2012 to Feb 12, 2024factForm ADV
← DEAN, THOMAS, ANDREWOwnerMANAGING DIRECTOR & PRESIDENT, ownership code NA, individual
Feb 28, 2012 to Feb 12, 2024factForm ADV
← GOLDRING, JUDITH, GAILOwnerDIRECTOR, ownership code NA, individual
Feb 28, 2012 to Feb 12, 2024factForm ADV
← ALEXANDER, BRIAN, KEITHOwnerMANAGING DIRECTOR & CHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 26, 2021 to Feb 12, 2024factForm ADV
← WOOD, JENNIFER, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 4, 2022 to Feb 12, 2024factForm ADV
← AGF INVESTMENTS INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Feb 28, 2012 to Feb 12, 2024factForm ADV
← AGF MANAGEMENT LIMITEDOwnerDIRECT OWNER, ownership code E, foreign entity
Feb 28, 2012 to Feb 12, 2024factForm ADV
← BCG HOLDING CORPORATIONOwnerSHAREHOLDER, ownership code D, foreign entity
Feb 25, 2019 to Feb 12, 2024factForm ADV
← CYPRESS CAPITAL MANAGEMENT LIMITEDOwnerPARENT COMPANY, ownership code E, foreign entity
Feb 28, 2012 to Feb 12, 2024factForm ADV
← GOLDRING CAPITAL CORPORATIONOwnerSHAREHOLDER, ownership code E, foreign entity
Feb 28, 2012 to Feb 12, 2024factForm ADV

Owns (1)

← ADAMS, MARK, WILLIAMOwnerSECRETARY, ownership code NA, individual
Sep 23, 2015 to Feb 12, 2024factForm ADV

Advises (3)

→ GLOBAL STRATEGY MASTER LPPrivate fundOther Private Fund, IA, no longer reported
Feb 27, 2012 to Jul 13, 2012factForm ADV
→ AGF MASTER LIMITED PARTNERSHIPPrivate fundOther Private Fund, IA, no longer reported
Feb 27, 2012 to Jul 13, 2012factForm ADV
→ MULTI-MANAGER LIMITED PARTNERSHIP IPrivate fundOther Private Fund, IA, no longer reported
Feb 27, 2012 to Jul 13, 2012factForm ADV

Dated events

Occurred
Feb 7, 2023
Control person left
Dmitro Adrian Basaraba (Director) no longer on Schedule A of Cypress Capital Management Us Limited (listed 2022-07-04, absent 2023-02-07)
Form ADVobserved 4 days ago
Occurred
Jul 4, 2022
Control person left
Robert Sean Alexander (Chief Compliance Officer) no longer on Schedule A of Cypress Capital Management Us Limited (listed 2022-02-25, absent 2022-07-04)
Form ADVobserved 4 days ago
Occurred
Jul 4, 2022
Control person joined
Ann Jennifer Wood (Chief Compliance Officer) appeared on Schedule A of Cypress Capital Management Us Limited
Form ADVobserved 4 days ago
Occurred
Feb 25, 2022
Control person left
Greg Bay (Managing Partner) no longer on Schedule A of Cypress Capital Management Us Limited (listed 2021-06-11, absent 2022-02-25)
Form ADVobserved 4 days ago
Occurred
Feb 25, 2022
Control person left
Norman Dean Alexander (Managing Partner) no longer on Schedule A of Cypress Capital Management Us Limited (listed 2021-06-11, absent 2022-02-25)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2021
Control person joined
Keith Brian Alexander (Managing Director & Chief Financial Officer) appeared on Schedule A of Cypress Capital Management Us Limited
Form ADVobserved 4 days ago
Occurred
Feb 27, 2020
Control person joined
Robert Sean Alexander (Portfolio Manager And Chief Compliance Officer) appeared on Schedule A of Cypress Capital Management Us Limited
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e3404c7-4cd2-618a-33fd-05330aed204e
First observed: Feb 28, 2012
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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 CAPITAL MANAGEMENT US LIMITED

CRD 139037

VANCOUVER, BRITISH COLUMBIA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e3404c7-4cd2-618a-33fd-05330aed204e

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AGF MASTER LIMITED PARTNERSHIP

Other Private Fund

$4.0M

Jul 13, 2012

Feb 27, 2012

dropped

n/a

GLOBAL STRATEGY MASTER LP

Other Private Fund

$3.6M

Jul 13, 2012

Feb 27, 2012

dropped

n/a

MULTI-MANAGER LIMITED PARTNERSHIP I

Other Private Fund

$1.0M

Jul 13, 2012

Feb 27, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AGF INVESTMENTS INC.

Shareholder

yes

10/2007

Feb 28, 2012

Feb 12, 2024

AGF MANAGEMENT LIMITED

DIRECT OWNER

yes

10/2007

Feb 28, 2012

Feb 12, 2024

ALEXANDER, BRIAN, KEITH

MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER

yes

10/2020

Feb 26, 2021

Feb 12, 2024

BCG HOLDING CORPORATION

Shareholder

yes

11/2008

Feb 25, 2019

Feb 12, 2024

CYPRESS CAPITAL MANAGEMENT LIMITED

PARENT COMPANY

yes

11/2005

Feb 28, 2012

Feb 12, 2024

DEAN, THOMAS, ANDREW

MANAGING DIRECTOR & PRESIDENT

yes

10/2020

Feb 28, 2012

Feb 12, 2024

GOLDRING CAPITAL CORPORATION

Shareholder

yes

06/1985

Feb 28, 2012

Feb 12, 2024

GOLDRING, BLAKE, CHARLES

DIRECT OWNER

yes

04/2008

Feb 28, 2012

Feb 12, 2024

GOLDRING, BLAKE, CHARLES

DIRECTOR & CHAIRMAN

yes

02/2011

Feb 28, 2012

Feb 12, 2024

GOLDRING, JUDITH, GAIL

Director

yes

02/2011

Feb 28, 2012

Feb 12, 2024

WOOD, JENNIFER, ANN

CHIEF COMPLIANCE OFFICER

yes

06/2022

Jul 4, 2022

Feb 12, 2024

ADAMS, MARK, WILLIAM

Secretary

09/2015

Sep 23, 2015

Feb 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AGF INVESTMENTS LLC

n/a

Asset manager

$4.9B

yes

n/a

AGF INVESTMENTS AMERICA INC. / PLACEMENTS AGF AMERIQUE INC.

n/a

Former SEC adviser

$21.6M

yes

n/a

AGF INTERNATIONAL ADVISORS COMPANY LIMITED

n/a

yes

n/a

AGF INVESTMENTS INC.

n/a

yes

n/a

AGFWAVE ASSET MANAGEMENT INC.

n/a

yes

n/a

CYPRESS CAPITAL MANAGEMENT LIMITED

n/a

yes

n/a

DOHERTY & ASSOCIATES LTD.

n/a

yes

n/a

HIGHSTREET ASSET MANAGEMENT INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

VANCOUVER, BRITISH COLUMBIA

n/a

Canada

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$106M

n/a

2024

Feb 14, 2025

$94.7M

n/a

2023

Feb 12, 2024

$79.5M

n/a

2022

Feb 7, 2023

$89.0M

n/a

2021

Feb 25, 2022

$87.7M

n/a

2020

Feb 26, 2021

$51.5M

n/a

2019

Feb 27, 2020

$53.5M

n/a

2018

Feb 25, 2019

$43.2M

n/a

2017

Feb 28, 2018

$50.3M

n/a

2016

Feb 7, 2017

$41.8M

n/a

2015

Jan 18, 2016

$41.8M

n/a

2014

Feb 25, 2015

$54.7M

n/a

2013

Feb 27, 2014

$49.6M

n/a

2012

Feb 28, 2013

$57.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$106M

$94.7M

12.1%

$89.0M

6.1%