Asset manager · Mill Valley, CA
Cypress Point Investment Management LP
SEC-registered investment adviser · CRD 316549 · SEC 801-131601
At a glance
Cypress Point Investment Management LP is an SEC-registered investment adviser based in Mill Valley, California, with $512 million in regulatory assets under management as of its Form ADV filed July 29, 2026. Its largest client group by assets is sovereign wealth funds and foreign official institutions. By Form ADV it is a asset manager, ranked 1,670th of 3,218 asset managers and 7,729th of 17,210 SEC-registered advisers by assets.
Main office 415-598-1040cypresspointlp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $512M
- Rank among asset managers
- #1,670 of 3,218
- Rank among all SEC RIAs
- #7,729 of 17,210
- Rank in California
- #897 of 1,873
- Clients
- 4
- Accounts
- 4
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Brenden M. SmithManaging Partner
- Ashley C. FizzarottiChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Sovereign wealth funds and foreign official institutions | 1 | $396M | 77% |
| Pooled investment vehicles | 3 | $116M | 23% |
Private funds
Cypress Point Investment Management LP reports 2 private funds with $116M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Cypress Point Investment Management LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cypresspointlp.com ↗
AtlasMembers
The full record on Cypress Point Investment Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 1,021 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
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Background
Questions
How much does Cypress Point Investment Management LP manage?
Cypress Point Investment Management LP reports $512 million in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
What kind of firm is Cypress Point Investment Management LP?
Cypress Point Investment Management LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Cypress Point Investment Management LP’s clients?
By assets, its largest client types are sovereign wealth funds and foreign official institutions ($396 million, 1 clients); pooled investment vehicles ($116 million, 3 clients).
Does Cypress Point Investment Management LP manage private funds?
Yes. It reports 2 private funds with $116 million in gross assets, including hedge funds.
Does Cypress Point Investment Management LP have any disciplinary history?
Cypress Point Investment Management LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cypress Point Investment Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →