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CYPRESS WEALTH MANAGEMENT, LLC, CRD 324524
OAKBROOK TERRACE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CHG-NONAME CAPITAL LLC | Private Equity Fund | $98.9M | Dec 4, 2024 | 12 | Sep 8, 2023 | reported | n/a |
| CHG-MSTK LLC | Private Equity Fund | $30.1M | Dec 4, 2024 | 2 | Sep 8, 2023 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DILLOW, TIMOTHY, LOUIS | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2023 | Sep 8, 2023 | Dec 4, 2024 |
| HUGHES, CHRISTOPHER, LEE | MANAGING PRINCIPAL | E | yes | 01/2004 | Sep 8, 2023 | Dec 4, 2024 |
| MAWO CAPITAL I LLC | CO-OWNER | C | yes | 12/2022 | Sep 8, 2023 | Dec 4, 2024 |
| STAAB, JOHN, ALLAN | Principal | E | yes | 02/2011 | Sep 8, 2023 | Dec 4, 2024 |
| WISLIM INVESTMENTS LLC | CO-OWNER | D | yes | 12/2022 | Sep 8, 2023 | Dec 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DILLOW WEALTH MANAGEMENT LLC | n/a | Independent wealth | $106M | N | yes | n/a |
| CYPRESS INVESTMENT MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $283M | $283M | 6 | 2 | 0 | 1 | n/a |
| 2024 | Mar 4, 2025 | $236M | $236M | 5 | 3 | 0 | 1 | n/a |
| 2023 | Mar 26, 2024 | $226M | $226M | 5 | 3 | 0 | 2 | $129M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $283M | $236M | 19.9% | n/a | n/a | 6 | 5 | 0 | 0 |