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Reading the graph
advised by CYPRESS POINT CAPITAL MANAGEMENT, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 5, 2012 | $34.0M | 39 | $250,000 | 100.0% | yes | CYPRESS POINT INVESTMENT SOLUTIONS, LLC |
| May 7, 2012 | $34.0M | 39 | $250,000 | 100.0% | yes | CYPRESS POINT INVESTMENT SOLUTIONS, LLC |
| Mar 30, 2012 | $34.0M | 39 | $250,000 | 100.0% | yes | CYPRESS POINT INVESTMENT SOLUTIONS, LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| J.P. MORGAN CHASE & CO. | J.P. MORGAN CHASE & CO. | SAN FRANCISCO | California | United States | no | n/a |
| TD AMERITRADE, INC. | TD AMERITRADE, INC. | SAN FRANCISCO | California | United States | no | 8-23395 |