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CYPRESS CAPITAL MANAGEMENT US LIMITED

CRD 139037File 801-66379
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$106.2M
Bottom 25% of cohort (national)
Discretionary AUM
$106.2M
Clients
49
58 accounts
Employees
11

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Apr 6, 2006
Principal office
1055 WEST GEORGIA STREET, SUITE 2080, VANCOUVER, BRITISH COLUMBIA, V6E 3P3
Phone
604-659-1850

Assets & accounts

ADV Item 5F
Total regulatory AUM
$106.2M
Discretionary AUM
$106.2M
Non-discretionary AUM
$0
Discretionary accounts
58
Non-discretionary accounts
0
Total accounts
58
AUM per client
$2.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals35$102.0M
Individuals (other than high net worth individuals)14$4.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Clients5549decreased by6
Mar 1, 2026AUM$94,729,246$106,218,886increased by$11,489,640
Mar 1, 2026Accounts6558decreased by7
May 1, 2025
vs Oct 1, 2022
Clients6355decreased by8
May 1, 2025
vs Oct 1, 2022
AUM$87,699,082$94,729,246increased by$7,030,164
May 1, 2025
vs Oct 1, 2022
Accounts7765decreased by12
Mar 1, 2022Clients5763increased by6
Mar 1, 2022AUM$51,475,616$87,699,082increased by$36,223,466
Mar 1, 2022Accounts7577increased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CYPRESS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CYPRESS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.