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.
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SEC-registered adviser
C•••••• P•••• I••••••••• M••••••••• L•
Latest filing Jul 29, 2026
First filing on the tape Nov 8, 2024 · 6 filings
SEC status approved since Dec 9, 2024
RAUM
$512M
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
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$512M as of Jul 29, 2026
Mar 31, 2025$284M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 29, 2026
Mar 31, 20250 then
Employees (5.A)4 as of Jul 29, 2026
Mar 31, 20254 then
Private funds2 as of Jul 29, 2026
Mar 31, 20252 then
RAUM +80% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM 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
- $128MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 77%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +80%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $116M, 3 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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 testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Sovereign wealth funds$396M77%
- Pooled investment vehicles$116M23%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $116M for 3 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.23 institutional_share=0.77 related_bd=false related_bank=true bd_reps=0.0derived
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
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• P•••• T••••••••• F••• L• | Hedge Fund | $38.7M | 54 | Nov 8, 2024 |
| C•••••• P•••• L••• O••••••••• F••• L• | Hedge Fund | $37.5M | 9 | Nov 8, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M•••••••• M•••• A•••••• · Chief Compliance Officer; Chief Operating Officercontrolsince 07/2022 · owns less than 5%
- S••••• B••••••• M•••••• · Managing Partner; Limited Partnercontrolsince 03/2021 · owns 75% or more
- S••••• B••••••• M•••••• · Manager; Membercontrolsince 03/2021 · owns 75% or more of C•••••• P•••• C•••••• M••••••••• L••
Entity owners
- C•••••• P•••• C•••••• M••••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C•••••• P•••• I••••••••• M••••••••• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $283,866,958 to $512,361,156 (+80.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +13.0% (63 comparable advisers, 92.0th percentile of changes)peers: institutional managers, $500M to $1B (63) · 92% percentile
What changed
consecutive filings, newest first
- Advisory employees · 3 to 4Aug 25, 2025 to Mar 31, 2026
- Assets in custody · $101M to $116MAug 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $284M to $512MAug 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $101M to $116MAug 25, 2025 to Mar 31, 2026
- RAUM · $284M to $512MAug 25, 2025 to Mar 31, 2026
- Accounts · 3 to 4Nov 15, 2024 to Mar 31, 2025
- Advisory employees · 4 to 3Nov 15, 2024 to Mar 31, 2025
- Assets in custody · $77.4M to $101MNov 15, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $77.4M to $284MNov 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $77.4M to $101MNov 15, 2024 to Mar 31, 2025
- RAUM · $77.4M to $284MNov 15, 2024 to Mar 31, 2025
Signals
3 dated events
- C•••••• P•••• I••••••••• M••••••••• L• reported RAUM $512.4M, up 80% from $283.9M (2025-08-25 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C•••••• P•••• I••••••••• M••••••••• L• reported RAUM $283.9M, up 267% from $77.4M (2024-11-15 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- C•••••• P•••• I••••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Nov 8, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cypress-point-investment-management-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 415-598-1040reportedpublic record, Form ADV, Jul 29, 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
- Institutional managerderiveda 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