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CYPRESS CAPITAL PARTNERS, LLC
CRD 140754File 801-66861
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$464.4M
Above cohort median (national)
Discretionary AUM
$464.4M
Clients
32
53 accounts
Employees
3
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 9, 2006
- Principal office
- 980 NORTH MICHIGAN AVENUE, SUITE 1585, CHICAGO, IL, 60611
- Phone
- 312-397-9090
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $464.4M
- Discretionary AUM
- $464.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 53
- Non-discretionary accounts
- 0
- Total accounts
- 53
- AUM per client
- $14.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $464.4M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 21 | 32 | increased by11 |
| Apr 1, 2026 | AUM | $456,699,357 | $464,414,004 | increased by$7,714,647 |
| Apr 1, 2026 | Accounts | 44 | 53 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $384,858,564 | $456,699,357 | increased by$71,840,793 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 44 | increased by24 |
| Apr 1, 2022 | Clients | 30 | 20 | decreased by10 |
| Apr 1, 2022 | AUM | $339,005,799 | $384,858,564 | increased by$45,852,765 |
| Apr 1, 2022 | Accounts | 30 | 20 | decreased by10 |
| Apr 1, 2021 | Registration | — | 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.