DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Lower middle market | Oakbrook Terrace, | $272M | 121 | 3 | 2024 | |||
Cypress Advisors Inc. Firm · Private equity · matched Cypress Associates II LLC (relying Advisor) Also on Allocators, RIA / Wealth Management | · probable Unsized | New York, | $349M | 3 | 8 | |||
| FRANKLIN, | $426M | 9 | 2014 | |||||
| GREENVILLE, | $1.3B | 2012 | ||||||
| HOUSTON, | $456M | 3 | 2012 | |||||
| LOS ANGELES, | $723M | 1 | 2012 | |||||
| CHICAGO, | $464M | 2012 | ||||||
| CHARLOTTESVILLE, | $550M | 2012 | ||||||
| TALLAHASSEE, | $143M | 4 | 2025 | |||||
| SHERIDAN, | $122M | 2 | 2012 | |||||
| $153M | 2 | 2012 | ||||||
CYPRESS CAPITAL GROUP Registered adviser · RIA / Wealth · matched CYPRESS CAPITAL GROUP, INC. · 801-61733 | PALM BEACH, | $57.5M | 2 | 2011 | ||||
| VANCOUVER, BRITISH COLUMBIA, | $106M | 2012 | ||||||
| Shreveport, | $60.0M | |||||||
| $45.9M | 1 | 2011 | ||||||
SIERRA LEGACY GROUP Registered adviser · RIA / Wealth · matched CYPRESS ADVISORY GROUP, LLC · 801-122455 | SCOTTSDALE, | $153M | 3 | 2021 | ||||
| $6.7M | 1 | 2019 | ||||||
| Jupiter, | 92 | |||||||
| Leander, | 88 | |||||||
| $327M | 31 | 2012 | ||||||
The Advocates Firm · Private equity · matched Cypress Advisory Services Ltd., LLP Also on RIA / Wealth Management | · probable Unsized | Houston, | $362M | 1 | 3 | 2015 | ||
| $5.0M | 1 | 1 | 2031 | |||||
| $53.7M | 2 | 2012 | ||||||
CYPRESS VENTURE CAPITAL FUND, L.P. Fund · RIA / Wealth · CRESSET ASSET MANAGEMENT, LLC Also on Venture Capital | $6.2M | 19 | 2016 | |||||
Cypress Investment Funds, L.P. Fund · Private equity · Cypress Wealth Advisors Also on RIA / Wealth Management | $41.1M | |||||||
| $1.1M | 11 | 2015 | ||||||
| 5 | 2012 | |||||||
CYPRESS EQUITY FUND GROUP TRUST Fund · RIA / Wealth · ABBOTT CAPITAL MANAGEMENT LLC Also on Private Equity | $979,807 | 1 | 2012 | |||||
| 2 | ||||||||
| PALM DESERT, | $1.3B | 14 | 2017 | |||||
| · probable Lower middle market | Austin, | $527M | 7 | 2 | 2024 | |||
| · probable Unsized | San Francisco, | $576M | 10 | 4 | ||||
| NEW YORK, | $194M | 5 | 2026 | |||||
CYPRESS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched CYPRESS FINANCIAL PLANNING, LLC · 801-112700 | HADDON HEIGHTS, | $490M | 7 | 2018 | ||||
| · probable Lower middle market | Oakbrook Terrace, | $226M | 2 | 3 | ||||
Cypress Growth Capital, LLC Capital provider · Sponsors Also on Private Equity, RIA / Wealth Management | Dallas, | $72.2M | 1 | |||||
| Danville, | 347 | |||||||
| DALLAS, | $1.5B | 3 | 4 | 2012 | ||||
| SHAVANO PARK, | $80.6M | 2026 | ||||||
| · probable Lower middle market | Chicago, | $53B | 3 | 28 | 2019 | |||
| $8.8M | 2026 | |||||||
| GERMANTOWN, | $77.9M | 2026 | ||||||
| $6.1M | 2026 | |||||||
| SAN FRANCISCO, | $137M | 2 | 2012 | |||||
CYPRESS CAPITAL WEALTH MANAGEMENT LLC Registered adviser · RIA / Wealth · matched CYPRESS CAPITAL WEALTH MANAGEMENT, LLC · 801-128192 | ANN ARBOR, | $330M | 2 | 2021 | ||||
| SAN FRANCISCO, | $179M | 6 | 2012 | |||||
| $184M | 1 | 2014 | ||||||
| $72.7M | 1 | 1 | 2030 | |||||
| Jacksonville, | 238 | |||||||
| 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.