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CYPRESS ASSET MANAGEMENT INC
CRD 106593File 801-51814
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$455.8M
Above cohort median (national)
Discretionary AUM
$455.8M
Clients
87
87 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 10, 1996
- Principal office
- 4550 POST OAK PLACE DRIVE, SUITE 317, HOUSTON, TX, 77027
- Phone
- 713-512-2100
- Website
- HTTP://WWW.CYPRESSASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $455.8M
- Discretionary AUM
- $455.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 87
- Non-discretionary accounts
- 0
- Total accounts
- 87
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $115.8M |
| Charitable organizations | 7 | $63.1M |
| High net worth individuals | 59 | $273.5M |
| Individuals (other than high net worth individuals) | 12 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.