CYPRESS INVESTMENT MANAGEMENT, LLC

CRD 327810File 801-129079

APPROVED

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$302.2M

Below cohort median (national)

Discretionary AUM

$302.2M

Clients

127

127 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 17, 2023
Principal office: 18W140 BUTTERFIELD RD, SUITE 1110, OAKBROOK TERRACE, IL, 60181
Phone: (331) 307-7444
Website: https://cypressholdings.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $302.2M
Discretionary AUM: $302.2M
Non-discretionary AUM: $0
Discretionary accounts: 127
Non-discretionary accounts: 0
Total accounts: 127
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	127	$302.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.