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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CYPRESS POINT CAPITAL MANAGEMENT, LLC

CRD 154949

SAN FRANCISCO, CA

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:71b0bdfc-fbe9-875d-0e03-e2335002a4f5

Data as of Jul 25, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jul 25, 2017
13 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $179MItem 5.F on the latest filing (2017-07-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $179M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Accounts: 6
Private funds: 6Schedule D 7.B(1)
Private fund GAV: $179Mgross asset value as reported per fund; never fund size
Custody, client assets: $179M
SEC number: 801-71878
CRD: 154949
Filings on the tape: 13
First filed: Mar 30, 2012
Latest filed: Jul 25, 2017
Organised: Limited Liability Company, California

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
CYPRESS POINT INVESTMENT SOLUTIONS, LLC	Other Private Fund	$34.0M	Jul 5, 2012	39	Mar 30, 2012	dropped	021-158378
CYPRESS POINT INVESTMENT PARTNERS, LLC - LIMITED NET EXPOSURE FUND	Other Private Fund	$5.7M	Mar 26, 2015	26	Aug 2, 2013	dropped	021-195851

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
DRYBROUGH, RALPH, MELVILLE	Member	D	yes	07/2010	Mar 30, 2012	Jul 25, 2017
JOHNSON, HEIDI, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2017	Jul 18, 2017	Jul 25, 2017
MCDOWELL, TIMOTHY, TODD	MANAGING MEMBER	C	yes	06/2013	Aug 2, 2013	Jul 25, 2017

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
FORT POINT CAPITAL PARTNERS LLC	n/a	Independent wealth	$2.9B	N	yes	n/a
STRATIFI, LLC	n/a	Former SEC adviser	$84.8M	N	yes	n/a

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
2016	Mar 31, 2017	$179M	$179M	4	3	n/a	6	$179M
2015	Feb 16, 2016	$125M	$125M	5	4	n/a	3	$124M
2014	Mar 26, 2015	$235M	$130M	5	5	n/a	4	$125M
2013	Mar 25, 2014	$66.1M	$66.1M	5	4	n/a	3	$63.0M
2012	Apr 1, 2013	$51.8M	$51.8M	5	4	n/a	2	$47.7M
2011	Mar 30, 2012	$107M	$73.4M	n/a	n/a	n/a	1	$34.0M

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
2016	$179M	$125M	42.7%	$66.1M	39.3%	4	5	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FORT POINT CAPITAL PARTNERS LLC	3	Mar 22, 2018	Dec 14, 2017	SAN FRANCISCO, CA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

→ FORT POINT CAPITAL PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ STRATIFI, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← JOHNSON, HEIDI, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 18, 2017 to presentfactForm ADV
← DRYBROUGH, RALPH, MELVILLEOwnerMEMBER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV
← MCDOWELL, TIMOTHY, TODDOwnerMANAGING MEMBER, ownership code C, individual
Aug 2, 2013 to presentfactForm ADV

Registered with (4)

← TIMOTHY TODD MCDOWELLAdvisorregistration: previous registration
Apr 15, 2015 to Mar 22, 2018factForm ADV
← FREDERICK P BRUENNERAdvisorregistration: previous registration
Jan 27, 2012 to Mar 22, 2018factForm ADV
← PAUL CONDE STREHLEAdvisorregistration: previous registration
Jul 27, 2017 to Mar 22, 2018factForm ADV
← MICHAEL HARRIS WOODSAdvisorregistration: previous registration
Mar 22, 2011 to Feb 1, 2016factForm ADV

Moved with (1)

→ FORT POINT CAPITAL PARTNERS LLCRegistered adviser3 advisors, firm absorbed, same day
Mar 22, 2018 to Dec 14, 2017factForm ADV

Advises (2)

→ CYPRESS POINT INVESTMENT PARTNERS, LLC - LIMITED NET EXPOSURE FUNDPrivate fundOther Private Fund, IA, no longer reported
Aug 2, 2013 to Mar 26, 2015factForm ADV
→ CYPRESS POINT INVESTMENT SOLUTIONS, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Jul 5, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71b0bdfc-fbe9-875d-0e03-e2335002a4f5
First observed: Mar 30, 2012
Last observed: Jul 25, 2017 111 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 POINT CAPITAL MANAGEMENT, LLC

CRD 154949

SAN FRANCISCO, CA

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:71b0bdfc-fbe9-875d-0e03-e2335002a4f5

Data as of Jul 25, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CYPRESS POINT INVESTMENT SOLUTIONS, LLC

Other Private Fund

$34.0M

Jul 5, 2012

Mar 30, 2012

dropped

021-158378

CYPRESS POINT INVESTMENT PARTNERS, LLC - LIMITED NET EXPOSURE FUND

Other Private Fund

$5.7M

Mar 26, 2015

Aug 2, 2013

dropped

021-195851

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DRYBROUGH, RALPH, MELVILLE

Member

yes

07/2010

Mar 30, 2012

Jul 25, 2017

JOHNSON, HEIDI, ANN

CHIEF COMPLIANCE OFFICER

yes

07/2017

Jul 18, 2017

Jul 25, 2017

MCDOWELL, TIMOTHY, TODD

MANAGING MEMBER

yes

06/2013

Aug 2, 2013

Jul 25, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FORT POINT CAPITAL PARTNERS LLC

n/a

Independent wealth

$2.9B

yes

n/a

STRATIFI, LLC

n/a

Former SEC adviser

$84.8M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 31, 2017

$179M

n/a

$179M

2015

Feb 16, 2016

$125M

n/a

$124M

2014

Mar 26, 2015

$235M

$130M

n/a

$125M

2013

Mar 25, 2014

$66.1M

n/a

$63.0M

2012

Apr 1, 2013

$51.8M

n/a

$47.7M

2011

Mar 30, 2012

$107M

$73.4M

n/a

$34.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$179M

$125M

42.7%

$66.1M

39.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FORT POINT CAPITAL PARTNERS LLC

Mar 22, 2018

Dec 14, 2017

SAN FRANCISCO, CA

Firm absorbed

Other

100.0%