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.

Former SEC-registered adviser

Cypress Point Capital Management, LLC

Former SEC-registered adviserSan Francisco, CaliforniaCRD 154949SEC 801-71878IAPD
Latest filing Jul 25, 2017
First filing on the tape Mar 30, 2012 · 13 filings
RAUM
$179M
reported, Item 5.F
Discretionary
100%
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
4
3 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
6
$179M gross assets
History
13 filings and snapshots on the tape
RAUM$179M as of Mar 31, 2017
Mar 30, 2012$107M then
HNW client RAUM: no history
State-registered IARs (5.B.3)4 as of Mar 31, 2017
Apr 1, 20133 then
Employees (5.A)4 as of Mar 31, 2017
Apr 1, 20135 then
Private funds6 as of Mar 31, 2017
Mar 30, 20121 then
RAUM +43% over the last fiscal year+39% a year over threeIARs 5 to 4
Practice profile
derived from the filing of Jul 25, 2017; every figure names its basis
RAUM per advisor
$44.7MderivedRAUM 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
$29.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+43%derivedbetween the last two annual amendments
Advisor growth, one year
-20%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$179M, 6 clientsreportedItem 9.A
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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$179M for 6 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    2 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    Cypress Point Investment Solutions, LLCno longer reportedOther Private Fund$34.0M39Mar 30, 2012
    Cypress Point Investment Partners, LLC - Limited Net Exposure Fundno longer reportedOther Private Fund$5.7M26Aug 2, 2013
    Owners and control persons
    Schedule A and B, latest filing
    • Melville Ralph Drybrough · Membercontrol
      since 07/2010 · owns 50% to 75%
    • Ann Heidi Johnson · Chief Compliance Officercontrol
      since 07/2017 · owns less than 5%
    • Todd Timothy Mcdowell · Managing Membercontrol
      since 06/2013 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 4 to 6
      Feb 16, 2016 to Mar 31, 2017
    • Advisory employees · 4 to 3
      Feb 16, 2016 to Mar 31, 2017
    • Advisory activities · 2 to 1
      Feb 16, 2016 to Mar 31, 2017
    • BD registered reps · 3 to 4
      Feb 16, 2016 to Mar 31, 2017
    • Assets in custody · $124M to $179M
      Feb 16, 2016 to Mar 31, 2017
    • Employees · 5 to 4
      Feb 16, 2016 to Mar 31, 2017
    • Insurance-licensed employees · 3 to 2
      Feb 16, 2016 to Mar 31, 2017
    • State-registered IARs · 5 to 4
      Feb 16, 2016 to Mar 31, 2017
    • Private funds · 3 to 6
      Feb 16, 2016 to Mar 31, 2017
    • Discretionary RAUM · $125M to $179M
      Feb 16, 2016 to Mar 31, 2017
    • RAUM · $125M to $179M
      Feb 16, 2016 to Mar 31, 2017
    • Accounts · 51 to 4
      Mar 26, 2015 to Feb 16, 2016
    • Advisory employees · 5 to 4
      Mar 26, 2015 to Feb 16, 2016
    • Advisory activities · 3 to 2
      Mar 26, 2015 to Feb 16, 2016
    • BD registered reps · 4 to 3
      Mar 26, 2015 to Feb 16, 2016
    • Assets in custody · $121M to $124M
      Mar 26, 2015 to Feb 16, 2016
    • Insurance-licensed employees · 2 to 3
      Mar 26, 2015 to Feb 16, 2016
    • State-registered IARs · 3 to 5
      Mar 26, 2015 to Feb 16, 2016
    • Private funds · 4 to 3
      Mar 26, 2015 to Feb 16, 2016
    • Discretionary RAUM · $130M to $125M
      Mar 26, 2015 to Feb 16, 2016
    • Non-discretionary RAUM · $105M to $0
      Mar 26, 2015 to Feb 16, 2016
    • RAUM · $235M to $125M
      Mar 26, 2015 to Feb 16, 2016
    • Accounts · 5 to 51
      Mar 25, 2014 to Mar 26, 2015
    • Advisory employees · 4 to 5
      Mar 25, 2014 to Mar 26, 2015
    • Advisory activities · 2 to 3
      Mar 25, 2014 to Mar 26, 2015
    • BD registered reps · 3 to 4
      Mar 25, 2014 to Mar 26, 2015
    • Assets in custody · $63.0M to $121M
      Mar 25, 2014 to Mar 26, 2015
    • State-registered IARs · 4 to 3
      Mar 25, 2014 to Mar 26, 2015
    • Private funds · 3 to 4
      Mar 25, 2014 to Mar 26, 2015
    • Discretionary RAUM · $66.1M to $130M
      Mar 25, 2014 to Mar 26, 2015
    • Non-discretionary RAUM · $0 to $105M
      Mar 25, 2014 to Mar 26, 2015
    • RAUM · $66.1M to $235M
      Mar 25, 2014 to Mar 26, 2015
    • Advisory employees · 3 to 4
      Aug 2, 2013 to Mar 25, 2014
    • Business name · CYPRESS POINT SOLUTIONS, LLC to CYPRESS POINT CAPITAL MANAGEMENT, LLC
      Aug 2, 2013 to Mar 25, 2014
    • Assets in custody · $53.5M to $63.0M
      Aug 2, 2013 to Mar 25, 2014
    • Employees · 4 to 5
      Aug 2, 2013 to Mar 25, 2014
    • Insurance-licensed employees · 0 to 2
      Aug 2, 2013 to Mar 25, 2014
    • State-registered IARs · 3 to 4
      Aug 2, 2013 to Mar 25, 2014
    • Legal name · CYPRESS POINT SOLUTIONS, LLC to CYPRESS POINT CAPITAL MANAGEMENT, LLC
      Aug 2, 2013 to Mar 25, 2014
    • Discretionary RAUM · $57.7M to $66.1M
      Aug 2, 2013 to Mar 25, 2014
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    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
    Former SEC-registered adviserderiveda 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