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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CYPRESS CAPITAL MANAGEMENT, LLC

CRD 109955

GREENVILLE, DE

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:bba2ab94-da0c-244a-83dc-4ea7f026e829

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 12
On other graphs: 0
Observed: Mar 28, 2012 to Mar 31, 2022
23 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: $1.3BItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $924MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 642
Individual clients: 87
High net worth clients: 139
Custody, client assets: $48.7M
SEC number: 801-60044
CRD: 109955
Filings on the tape: 23
First filed: Mar 28, 2012
Latest filed: Mar 31, 2022
Organised: Limited Liability Company, Delaware

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
BACCI, ARTHUR, JOHN	CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER	Na	yes	08/2018	Mar 29, 2019	Mar 31, 2022
GELBER, HARRISON, RANDOLPH	CHIEF COMPLIANCE OFFICER	Na	yes	02/2020	Feb 28, 2020	Mar 31, 2022
MCCAFFREY, RAYMOND, JOSEPH	BOARD MEMBER	Na	yes	03/2016	Mar 28, 2017	Mar 31, 2022
MILLS, JEFFREY, D	CHIEF INVESTMENT OFFICER	Na	yes	03/2022	Mar 31, 2022	Mar 31, 2022
PETRUCCI, STEPHEN	CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER	Na	yes	09/2019	Mar 29, 2019	Mar 31, 2022
SAMUELS, RONALD, VINCENT	CYPRESS CAPITAL MANAGEMENT - BOARD MEMBER	Na	yes	02/2020	Feb 28, 2020	Mar 31, 2022
WELLBORN, KELLY, ANN	PRESIDENT AND BOARD MEMBER	Na	yes	09/2004	Mar 28, 2012	Mar 31, 2022
WSFS FINANCIAL CORPORATION	Shareholder	E	yes	06/2014	Mar 28, 2012	Mar 31, 2022

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
WSFS CAPITAL MANAGEMENT, LLC	n/a	Independent wealth	$3.5B	N	yes	n/a
BRYN MAWR TRUST COMPANY OF DELAWARE	n/a	n/a	n/a	N	yes	n/a
WILMINGTON SAVINGS FUND SOCIETY FSB	n/a	n/a	n/a	N	yes	n/a
WSFS WEALTH MANAGEMENT, LLC	n/a	n/a	n/a	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
2021	Mar 31, 2022	$1.3B	$1.3B	11	6	0	n/a	n/a
2020	Mar 25, 2021	$1.2B	$1.2B	11	6	0	n/a	n/a
2019	Mar 26, 2020	$1.2B	$1.2B	10	6	0	n/a	n/a
2018	Mar 29, 2019	$949M	$949M	10	6	0	n/a	n/a
2017	Mar 29, 2018	$901M	$901M	9	5	0	n/a	n/a
2016	Mar 28, 2017	$739M	$739M	9	5	n/a	n/a	n/a
2015	Mar 30, 2016	$638M	$638M	10	6	n/a	n/a	n/a
2014	Mar 18, 2015	$661M	$661M	8	4	n/a	n/a	n/a
2013	Mar 28, 2014	$612M	$612M	9	4	n/a	n/a	n/a
2012	Mar 25, 2013	$595M	$595M	9	3	n/a	n/a	n/a
2011	Mar 28, 2012	$569M	$569M	n/a	n/a	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
2021	$1.3B	$1.2B	6.5%	$949M	10.4%	11	11	0	0

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
BRYN MAWR TRUST ADVISORS, LLC	2	Feb 3, 2023	Jan 31, 2023	WILMINGTON, DE	Team lift out	RIA to RIA	100.0%

Relationships

Affiliated with (2)

→ BRYN MAWR TRUST ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← WSFS WEALTH MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Controls (8)

← SAMUELS, RONALD, VINCENTOwnerCYPRESS CAPITAL MANAGEMENT - BOARD MEMBER, ownership code NA, individual
Feb 28, 2020 to presentfactForm ADV
← MCCAFFREY, RAYMOND, JOSEPHOwnerBOARD MEMBER, ownership code NA, individual
Mar 28, 2017 to presentfactForm ADV
← BACCI, ARTHUR, JOHNOwnerCYPRESS CAPITAL MANAGEMENT-BOARD MEMBER, ownership code NA, individual
Mar 29, 2019 to presentfactForm ADV
← WELLBORN, KELLY, ANNOwnerPRESIDENT AND BOARD MEMBER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← MILLS, JEFFREY, DOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2022 to presentfactForm ADV
← PETRUCCI, STEPHENOwnerCYPRESS CAPITAL MANAGEMENT-BOARD MEMBER, ownership code NA, individual
Mar 29, 2019 to presentfactForm ADV
← GELBER, HARRISON, RANDOLPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 28, 2020 to presentfactForm ADV
← WSFS FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV

Registered with (2)

← SETH CHRISTOPHER DADDSAdvisorregistration: previous registration
Jul 24, 2015 to Feb 3, 2023factForm ADV
← Charles Otto PosneckerAdvisorregistration: previous registration
Mar 27, 2018 to Feb 3, 2023factForm ADV

Moved with (1)

→ BRYN MAWR TRUST ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Feb 3, 2023 to Jan 31, 2023factForm ADV

Dated events

Occurred
Feb 3, 2023
Team lift-out
2 advisors left Cypress Capital Management, LLC (Wilmington, DE) for Bryn Mawr Trust Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Feb 3, 2023
Advisor changed firm
Seth Christopher Dadds left Cypress Capital Management, Llc for Bryn Mawr Trust Advisors, Llc (registered 2023-01-31)
Form ADVobserved 4 days ago
Occurred
Feb 3, 2023
Advisor changed firm
Charles Otto Posnecker left Cypress Capital Management, Llc for Bryn Mawr Trust Advisors, Llc (registered 2023-01-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person joined
D Jeffrey Mills (Chief Investment Officer) appeared on Schedule A of Cypress Capital Management, Llc
Form ADVobserved 4 days ago
Occurred
Feb 28, 2020
Control person joined
Randolph Harrison Gelber (Chief Compliance Officer) appeared on Schedule A of Cypress Capital Management, Llc
Form ADVobserved 4 days ago
Occurred
Feb 28, 2020
Control person joined
Vincent Ronald Samuels (Cypres Capital Management - Board Member) appeared on Schedule A of Cypress Capital Management, Llc
Form ADVobserved 4 days ago
Occurred
Feb 28, 2020
Control person left
Rocco Salvatore Faia (Chief Compliance Officer) no longer on Schedule A of Cypress Capital Management, Llc (listed 2019-03-29, absent 2020-02-28)
Form ADVobserved 4 days ago
Occurred
Feb 28, 2020
Control person left
Rodger Levenson (Cypress Capital Management-Board Member) no longer on Schedule A of Cypress Capital Management, Llc (listed 2019-03-29, absent 2020-02-28)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person left
David Paul Geraghty (Cypress Capital Management-Board Member) no longer on Schedule A of Cypress Capital Management, Llc (listed 2018-03-29, absent 2019-03-29)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person left
Christopher Dominic Canuso (Cypress Capital Management-Board Member) no longer on Schedule A of Cypress Capital Management, Llc (listed 2018-03-29, absent 2019-03-29)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
John Arthur Bacci (Cypress Capital Management-Board Member) appeared on Schedule A of Cypress Capital Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Stephen Petrucci (Cypress Capital Management-Board Member) appeared on Schedule A of Cypress Capital Management, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bba2ab94-da0c-244a-83dc-4ea7f026e829
First observed: Mar 28, 2012
Last observed: Mar 31, 2022 54 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 109955

GREENVILLE, DE

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:bba2ab94-da0c-244a-83dc-4ea7f026e829

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BACCI, ARTHUR, JOHN

CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER

yes

08/2018

Mar 29, 2019

Mar 31, 2022

GELBER, HARRISON, RANDOLPH

CHIEF COMPLIANCE OFFICER

yes

02/2020

Feb 28, 2020

Mar 31, 2022

MCCAFFREY, RAYMOND, JOSEPH

BOARD MEMBER

yes

03/2016

Mar 28, 2017

Mar 31, 2022

MILLS, JEFFREY, D

CHIEF INVESTMENT OFFICER

yes

03/2022

Mar 31, 2022

PETRUCCI, STEPHEN

CYPRESS CAPITAL MANAGEMENT-BOARD MEMBER

yes

09/2019

Mar 29, 2019

Mar 31, 2022

SAMUELS, RONALD, VINCENT

CYPRESS CAPITAL MANAGEMENT - BOARD MEMBER

yes

02/2020

Feb 28, 2020

Mar 31, 2022

WELLBORN, KELLY, ANN

PRESIDENT AND BOARD MEMBER

yes

09/2004

Mar 28, 2012

Mar 31, 2022

WSFS FINANCIAL CORPORATION

Shareholder

yes

06/2014

Mar 28, 2012

Mar 31, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WSFS CAPITAL MANAGEMENT, LLC

n/a

Independent wealth

$3.5B

yes

n/a

BRYN MAWR TRUST COMPANY OF DELAWARE

n/a

yes

n/a

WILMINGTON SAVINGS FUND SOCIETY FSB

n/a

yes

n/a

WSFS WEALTH MANAGEMENT, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$1.3B

n/a

2020

Mar 25, 2021

$1.2B

n/a

2019

Mar 26, 2020

$1.2B

n/a

2018

Mar 29, 2019

$949M

n/a

2017

Mar 29, 2018

$901M

n/a

2016

Mar 28, 2017

$739M

n/a

2015

Mar 30, 2016

$638M

n/a

2014

Mar 18, 2015

$661M

n/a

2013

Mar 28, 2014

$612M

n/a

2012

Mar 25, 2013

$595M

n/a

2011

Mar 28, 2012

$569M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.3B

$1.2B

6.5%

$949M

10.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BRYN MAWR TRUST ADVISORS, LLC

Feb 3, 2023

Jan 31, 2023

WILMINGTON, DE

Team lift out

RIA to RIA

100.0%