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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CYPRESS CAPITAL MANAGEMENT, LLC

CRD 130401

SHERIDAN, WY

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:2d938dd4-2689-675c-cf0f-8e3640e0dc91

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2012 to Mar 4, 2026
30 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=0.9 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $122MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $122M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $60.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 373
Individual clients: 146
High net worth clients: 39
SEC number: 801-62811
CIK: 1633896
CRD: 130401
Filings on the tape: 30
First filed: Feb 15, 2012
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, WY
Website: cypresscapitalmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRISTIN LOUISE HERBST	n/a	SHERIDAN, WY	12	15	n/a	no
MATTHEW MCGREGOR EBZERY	n/a	SHERIDAN, WY	11	19	1	no

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
EBZERY, MATTHEW, MCGREGOR	MANAGING MEMBER	E	yes	01/2010	Feb 15, 2012	Aug 14, 2024
EBZERY, DENISE, NOEL	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Feb 2, 2024	Aug 14, 2024
HERBST, KRISTIN, LOUISE	Advisor	A	no	02/2012	Feb 27, 2013	Aug 14, 2024

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$122M	$122M	4	2	0	n/a	n/a
2024	Apr 7, 2025	$102M	$102M	4	2	0	n/a	n/a
2023	Feb 2, 2024	$108M	$108M	4	2	0	n/a	n/a
2022	Feb 14, 2023	$103M	$103M	4	2	0	n/a	n/a
2021	Feb 11, 2022	$140M	$140M	4	3	0	n/a	n/a
2020	Feb 22, 2021	$139M	$139M	4	3	0	n/a	n/a
2019	Mar 2, 2020	$131M	$131M	4	3	0	n/a	n/a
2018	Feb 13, 2019	$115M	$115M	4	3	0	n/a	n/a
2017	Mar 6, 2018	$126M	$126M	4	3	0	n/a	n/a
2016	Jan 25, 2017	$117M	$117M	4	3	n/a	n/a	n/a
2015	Feb 9, 2016	$101M	$101M	4	3	n/a	n/a	n/a
2014	Mar 30, 2015	$99.7M	$99.7M	4	3	n/a	n/a	n/a
2013	Feb 6, 2014	$92.5M	$92.5M	4	3	n/a	n/a	n/a
2012	Feb 27, 2013	$80.0M	$80.0M	4	2	n/a	n/a	n/a
2011	Feb 15, 2012	$68.0M	$68.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$122M	$102M	18.8%	$103M	5.5%	4	4	0	0

Relationships

Registered with (2)

← MATTHEW MCGREGOR EBZERYAdvisorregistration: current employment
May 19, 2015 to presentfactForm ADV
← KRISTIN LOUISE HERBSTAdvisorregistration: current employment
Nov 4, 2013 to presentfactForm ADV

Controls (1)

← EBZERY, MATTHEW, MCGREGOROwnerMANAGING MEMBER, ownership code E, individual
Feb 15, 2012 to Aug 14, 2024factForm ADV

Owns (2)

← HERBST, KRISTIN, LOUISEOwnerADVISOR, ownership code A, individual
Feb 27, 2013 to Aug 14, 2024factForm ADV
← EBZERY, DENISE, NOELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 2, 2024 to Aug 14, 2024factForm ADV

Dated events

Occurred
Mar 2, 2020
Control person left
Bernard William Ebzery (Managing Member) no longer on Schedule A of Cypress Capital Management, Llc (listed 2019-06-06, absent 2020-03-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d938dd4-2689-675c-cf0f-8e3640e0dc91
First observed: Feb 15, 2012
Last observed: Mar 4, 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, LLC

CRD 130401

SHERIDAN, WY

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:2d938dd4-2689-675c-cf0f-8e3640e0dc91

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTIN LOUISE HERBST

n/a

SHERIDAN, WY

n/a

MATTHEW MCGREGOR EBZERY

n/a

SHERIDAN, WY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EBZERY, MATTHEW, MCGREGOR

MANAGING MEMBER

yes

01/2010

Feb 15, 2012

Aug 14, 2024

EBZERY, DENISE, NOEL

CHIEF COMPLIANCE OFFICER

01/2024

Feb 2, 2024

Aug 14, 2024

HERBST, KRISTIN, LOUISE

Advisor

02/2012

Feb 27, 2013

Aug 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$122M

n/a

2024

Apr 7, 2025

$102M

n/a

2023

Feb 2, 2024

$108M

n/a

2022

Feb 14, 2023

$103M

n/a

2021

Feb 11, 2022

$140M

n/a

2020

Feb 22, 2021

$139M

n/a

2019

Mar 2, 2020

$131M

n/a

2018

Feb 13, 2019

$115M

n/a

2017

Mar 6, 2018

$126M

n/a

2016

Jan 25, 2017

$117M

n/a

2015

Feb 9, 2016

$101M

n/a

2014

Mar 30, 2015

$99.7M

n/a

2013

Feb 6, 2014

$92.5M

n/a

2012

Feb 27, 2013

$80.0M

n/a

2011

Feb 15, 2012

$68.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$122M

$102M

18.8%

$103M

5.5%