DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
C•••••• C•••• P•••••••
Legal name E•••••••• A•••••••• L•••
Latest filing Jun 30, 2026
First filing on the tape Dec 2, 2011 · 46 filings
SEC status approved since Jan 2, 2004
RAUM
$500M
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$500M as of Jun 30, 2026
Mar 23, 2012$4.4B then
HNW client RAUM$0 as of Jun 30, 2026
Mar 22, 2018$0 then
State-registered IARs (5.B.3)1 as of Jun 30, 2026
Mar 23, 20120 then
Employees (5.A)9 as of Jun 30, 2026
Mar 25, 2013136 then
Private funds11 as of Jun 30, 2026
Mar 23, 20125 then
RAUM -4.8% over the last fiscal year-9.7% a year over threeIARs 0 to 1
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $500MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $33.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$271M54%
- Pooled investment vehicles$229M46%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- G•••••• A•••• R••• to F•••••• M••••••••• L••Mar 1, 2021 · Other
- M••••••• C••••••• R••• to S•••••• C•••••• A•••••••• L••Mar 1, 2021 · Other
- W•••••• K••• E••••• to S•••••• A•••••••• L•••Mar 1, 2021 · Other
- W•••••• R••••••• W••••• to S•••••• A•••••••• L•••Mar 1, 2021 · Other
- S•••••• D•••••• S••••• to G•• A•••••••• L•••Oct 10, 2017 · Other
- F••• L••••• W••••••• to S•••••• C•••••• A•••••••• L••Oct 10, 2017 · Other
- J• M•••••• N•••••• to G•• A•••••••• L•••Oct 10, 2017 · Other
- A••••• H••• S•••••• to S•••••• M••••• L••Apr 8, 2015 · Other
- J••• E••• C•••• to S•••••• A•••••••• L•••Nov 14, 2011 · Other
- J••• B••••• to S•••••• C•••••• A•••••••• L••Nov 14, 2011 · Other
Joined, latest
- G•••••• A•••• R••• from H•••••••• P•••••• C•••••Aug 23, 2018 · Other
- W•••••• R••••••• W••••• from I•••••••• C••••••• L••May 13, 2013 · Other
- M••••••• C••••••• R••• from I•••••••• C••••••• L••Jul 18, 2011 · Other
- J••• E••• C•••• from U•• A•••• M••••••••• ••••••••• L••Feb 2, 2011 · Other
- J••• B••••• from S•••••• A•••••••• L•••Feb 2, 2011 · Other
- W•••••• K••• E••••• from G•• A•••••••• L•••Jun 24, 2010 · Other
- F••• L••••• W••••••• from S•••••• A•••••••• L•••Jun 4, 2009 · Other
- S•••••• D•••••• S••••• from S•••••• A•••••••• L•••May 23, 2006 · Other
- J• M•••••• N•••••• from S•••••• A•••••••• L•••May 23, 2006 · Other
- A••••• H••• S•••••• from S•••••• A•••••••• L•••Jan 15, 2004 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for S•••••• A•••••••• L•••Mar 1, 2021 · Austin, Tx
- 2 left for G•• A•••••••• L•••Oct 10, 2017 · Austin, Tx
- 3 joined from S•••••• A•••••••• L•••Oct 10, 2017 · Dallas, Tx · Firm absorbed
- 2 joined from I•••••••• C••••••• L••Oct 27, 2015 · Houston, Tx
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• E•••••••• •••••• Q•• F••• I•• L•••no longer reported | Hedge Fund | $66.5M | 24 | Mar 23, 2012 |
| C•••••• C•••• P•••••• S••••••••• O•••••• F•••• L••• | Hedge Fund | $55.1M | 32 | Mar 30, 2022 |
| M•••••• I• S••• L•• | Private Equity Fund | $46.2M | 10 | Mar 30, 2022 |
| C•• S••••• R•••••• F•••• L••• | Private Equity Fund | $42.7M | 1 | Mar 30, 2022 |
| C•• T•••••• A•••••• L•• • H••• I• | Private Equity Fund | $28.5M | 5 | Mar 29, 2024 |
| C•• D••• R•••••• F•••• L• | Private Equity Fund | $28.5M | 2 | Mar 29, 2024 |
| C•••••• C•••• P•••••• S••••••••• O••••••• F•••• L••• | Hedge Fund | $17.1M | 3 | Mar 30, 2022 |
| C•• C•••••• R•••••• F•••• L••• | Private Equity Fund | $16.6M | 3 | Mar 30, 2022 |
| S•••••• P•••••• A••••• •••••••• Q•• F•••• L•••no longer reported | Hedge Fund | $12.8M | 15 | Mar 23, 2012 |
| C•••••• C•••• P•••••• S••••••••• D••••••• F•••• L••• | Hedge Fund | $11.3M | 1 | Mar 23, 2012 |
| S•••••• P•••••• A••••• ••••••• F••• I•• L•••no longer reported | Hedge Fund | $4.0M | 7 | Mar 23, 2012 |
| S•••••• C••••••••• O••••••••• F•••• L•••no longer reported | Hedge Fund | $2.1M | 15 | Nov 6, 2015 |
| C•••••• C•••• P•••••• S••••••••• I••••••••• F•••• L••• | Hedge Fund | $1.7M | 12 | Mar 23, 2012 |
| C•• T•••••• A•••••• L•• • N••••• 1• | Private Equity Fund | $453,123 | 2 | Mar 28, 2023 |
| P•• I••••••••• F•••• L•••no longer reported | Hedge Fund | $250,546 | 22 | Aug 12, 2014 |
| C•• G• F••• L•• | Private Equity Fund | $210,344 | 5 | Mar 28, 2023 |
Owners and control persons
Schedule A and B, latest filing
- P•••••• I••• W••••••• P••••• · Chief Executive Officer And Presidentcontrolsince 03/2021 · owns less than 5%
- T•••••• F••••••••• C•••••• · Chief Compliance Officercontrolsince 12/2023 · owns less than 5%
- P•••••• I••• W••••••• P••••• · Ownercontrolsince 03/2021 · owns 75% or more of C•••••• C•••• P•••••••• L••
Entity owners
- C•• O••••••••• L•• · Limited Partnerdirect · owns 75% or more
- T•• E•••••••• F••• M••••••••• L•• · General Partnerdirect · owns less than 5%
- C•• O••••••••• L•• · Sole Managerindirect · owns 75% or more of T•• E•••••••• F••• M••••••••• L••
- C•••••• C•••• P•••••••• L•• · Memberindirect · owns 75% or more of C•• O••••••••• L••
Related persons
Schedule D 7.A
- C•• C•••••• R•••••• G•• L••pooled vehicle sponsorn
- C•• S••••• R•••••• G•• L••pooled vehicle sponsorn
- C•• S•• I• G•• L••pooled vehicle sponsorn
- T•• E•••••••• F••• G•• L•••pooled vehicle sponsorn
- T•• E•••••••• F••• M••••••••• L••bankpooled vehicle sponsorn
- T•• E•••••••• F••• O••••••• G•• L••pooled vehicle sponsorn
Advisers that list C•••••• C•••• P••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Jun 30, 2026custody of client assets (Item 9.A): yes on the filing of 2025-06-30, no on the filing of 2026-06-30peers: asset managers, $100M to $500M (1,567)
What changed
consecutive filings, newest first
- Accounts · 14 to 15Jun 30, 2025 to Jun 30, 2026
- Advisory employees · 3 to 6Jun 30, 2025 to Jun 30, 2026
- Pooled vehicle clients · 10 to 11Jun 30, 2025 to Jun 30, 2026
- Assets in custody · 169105884.0 to unsetJun 30, 2025 to Jun 30, 2026
- Custody of client assets · true to falseJun 30, 2025 to Jun 30, 2026
- Employees · 7 to 9Jun 30, 2025 to Jun 30, 2026
- State-registered IARs · 0 to 1Jun 30, 2025 to Jun 30, 2026
- Private funds · 10 to 11Jun 30, 2025 to Jun 30, 2026
- Discretionary RAUM · $349M to $420MJun 30, 2025 to Jun 30, 2026
- Non-discretionary RAUM · $61.1M to $79.4MJun 30, 2025 to Jun 30, 2026
- Pooled vehicle RAUM · $169M to $229MJun 30, 2025 to Jun 30, 2026
- RAUM · $410M to $500MJun 30, 2025 to Jun 30, 2026
- Accounts · 16 to 14Jun 27, 2024 to Jun 30, 2025
- Pooled vehicle clients · 9 to 10Jun 27, 2024 to Jun 30, 2025
- Assets in custody · unset to 169105884.0Jun 27, 2024 to Jun 30, 2025
- Custody of client assets · false to trueJun 27, 2024 to Jun 30, 2025
- Employees · 8 to 7Jun 27, 2024 to Jun 30, 2025
- Financial planning clients · unset to Jun 27, 2024 to Jun 30, 2025
- Discretionary RAUM · $451M to $349MJun 27, 2024 to Jun 30, 2025
- Non-discretionary RAUM · $75.2M to $61.1MJun 27, 2024 to Jun 30, 2025
- Pooled vehicle RAUM · $104M to $169MJun 27, 2024 to Jun 30, 2025
- RAUM · $527M to $410MJun 27, 2024 to Jun 30, 2025
- Discretionary RAUM · $457M to $451MMar 29, 2024 to Jun 27, 2024
- Non-discretionary RAUM · $67.7M to $75.2MMar 29, 2024 to Jun 27, 2024
- Pooled vehicle RAUM · $92.8M to $104MMar 29, 2024 to Jun 27, 2024
- RAUM · $525M to $527MMar 29, 2024 to Jun 27, 2024
- BD registered reps · 2 to 1Dec 19, 2023 to Mar 29, 2024
- Private funds · 9 to 10Dec 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $506M to $457MDec 19, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $43.0M to $67.7MDec 19, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $122M to $92.8MDec 19, 2023 to Mar 29, 2024
- RAUM · $549M to $525MDec 19, 2023 to Mar 29, 2024
- Accounts · 15 to 16Jan 12, 2023 to Mar 28, 2023
- Advisory employees · 4 to 3Jan 12, 2023 to Mar 28, 2023
- Pooled vehicle clients · 8 to 9Jan 12, 2023 to Mar 28, 2023
- Private funds · 7 to 9Jan 12, 2023 to Mar 28, 2023
- Discretionary RAUM · $644M to $506MJan 12, 2023 to Mar 28, 2023
- Non-discretionary RAUM · $34.6M to $43.0MJan 12, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $114M to $122MJan 12, 2023 to Mar 28, 2023
- RAUM · $679M to $549MJan 12, 2023 to Mar 28, 2023
Signals
18 dated events
- Charles Frederick Teufel (Chief Compliance Officer) appeared on Schedule A of C•••••• C•••• P•••••••Dec 19, 2023 · Control person joined · fact
- Joseph Benjamin Murray (Chief Compliance Officer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2023-07-28, absent 2023-12-19)Dec 19, 2023 · Control person left · inference
- Anthony Richard Rincon (Owner) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2022-08-02, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- C•••••• C•••• P••••••• reported 0 state-registered advisory representatives, down from 30 (2021-03-01 to 2021-03-29)Mar 29, 2021 · Advisor headcount change · derived
- Pascal William Prather Iii (Chief Executive Officer And President) appeared on Schedule A of C•••••• C•••• P•••••••Mar 29, 2021 · Control person joined · fact
- Joseph Benjamin Murray (Chief Compliance Officer) appeared on Schedule A of C•••••• C•••• P•••••••Mar 29, 2021 · Control person joined · fact
- Anthony Richard Rincon (Owner) appeared on Schedule A of C•••••• C•••• P•••••••Mar 29, 2021 · Control person joined · fact
- Axtell Paul Bachtold (Chief Compliance Officer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2021-03-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Onthank David Linton (Executive Vice President - Head Of Distribution) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2021-03-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Allen Gregory Reid (Elected Manager) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2021-03-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Lindsay Kristen Bayazitoglu (Chief Operating Officer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2021-03-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Kane William Enszer (Chief Executive Officer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2021-03-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Anjali Agarwal (Chief Financial Officer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2021-03-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Scott Matthew Hibbetts (Chief Financial Officer And Treasurer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2020-09-17, absent 2020-11-05)Nov 5, 2020 · Control person left · inference
- Anjali Agarwal (Chief Financial Officer) appeared on Schedule A of C•••••• C•••• P•••••••Nov 5, 2020 · Control person joined · fact
- Arthur J••• Blaisdell (Chairman And Chief Executive Officer) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2019-10-28, absent 2020-03-04)Mar 4, 2020 · Control person left · inference
- Wade Jonathan Depriest (Executive Vice President And General Counsel) no longer on Schedule A of C•••••• C•••• P••••••• (listed 2019-03-20, absent 2019-10-28)Oct 28, 2019 · Control person left · inference
- C•••••• C•••• P••••••• reported 44 state-registered advisory representatives, down from 72 (2018-01-30 to 2018-03-22)Mar 22, 2018 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
- C•••••• C•••• P••••••• · Independent Sponsorsshared crd · capital_provider
- C•••••• C•••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cypress-creek-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 800-725-9456reportedpublic record, Form ADV, Jun 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026