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.

Private fund

Cypress Real Estate Partners I, L.P.

Real Estate Fundadvised byCypress Wealth Advisorsformer805-7634804741no longer reportedIAPD
Gross asset value
$499,247
as of Mar 31, 2017; not a fund size
Peak GAV
$2.1M
highest filing
Owners
9
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
10%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
13 filings
Mar 30, 2012 to Mar 31, 2017
Reporting history
one row per Form ADV filing
Gross asset value$499,247 as of Mar 31, 2017
Mar 30, 2012$1.9M then
Owners9 as of Mar 31, 2017
Mar 30, 201211 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
California, United Statesreported
Clients solicited
yes, 4% of the adviser's clients investedreported
Form D file number
021-176283reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    San Francisco, California
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
10%reportedadviser and related persons