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CYPRESS CAPITAL

Legal name: CYCAP PARTNERS, LLC

CRD 335347File 801-132708
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$143.2M
Bottom 25% of cohort (national)
Discretionary AUM
$143.1M
Non-discretionary $125K
Clients
267
484 accounts
Employees
6
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
May 5, 2025
Principal office
1415 PIEDMONT DR. E, SUITE 1, TALLAHASSEE, FL, 32308
Phone
850-583-5377

Assets & accounts

ADV Item 5F
Total regulatory AUM
$143.2M
Discretionary AUM
$143.1M
Non-discretionary AUM
$125K
Discretionary accounts
483
Non-discretionary accounts
1
Total accounts
484
AUM per client
$536K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$16.6M
Charitable organizationsFewer than 5$1.1M
High net worth individuals28$65.7M
Pension and profit sharing plansFewer than 5$825K
Individuals (other than high net worth individuals)232$50.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • 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 11

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

Filed changes

DateFieldFromTo
Aug 17, 2026Clients281267
Aug 12, 2026RegistrationAPPROVED

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.