Cypress Investment Management provides portfolio management for pooled vehicles. The firm advises 127 private funds.
Cypress Investment Management reports 127 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($302M across 127 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 127 | $302M | 100.0% | $2.38M |
| Total | 127 | $302M | 100% | $2.38M |
- Clients
- 127
- Regulatory AUM
- $302M
- AUM share
- 100.0%
- Avg. per client
- $2.38M
Total
- Clients
- 127
- Regulatory AUM
- $302M
- AUM share
- 100%
- Avg. per client
- $2.38M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 127
Cypress Investment Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Wislim Investments LLC owns 50% to 75% of Cypress Investment Management and is in turn owned by Christopher Hughes (75% or more). The leadership team of Cypress Investment Management includes Chief Compliance Officer Kimberly Carlini. It has 6 employees, 2 of them in advisory roles.
Leadership
- Kimberly CarliniChief Compliance Officer
- Christopher HughesManaging Principal
- John StaabPrincipal
Staff
- 6 employees
- 2 in advisory functions
- Owns 50% to 75% of Cypress Investment Management, LLC
Wislim Investments LLC
Control person · since December 2022
- Owns 75% or more of Wislim Investments LLC
Christopher Hughes
Control person · since January 2004
- Owns 25% to 50% of Cypress Investment Management, LLC
Mawo Capital I LLC
Control person · since December 2022
- Owns 75% or more of Mawo Capital I LLC
John Staab
Control person · since February 2011
Cypress Investment Management’s regulatory assets grew from $272M (July 2024) to $302M (March 2026); clients rose from 108 to 127 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $302M | 127 | 6 | 1 |
| Jul 2025July 2025 | $292M | 117 | 5 | 1 |
| Jul 2024July 2024 | $272M | 108 | 5 | 1 |
Besides its headquarters, Cypress Investment Management has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 18w140 Butterfield RD, Suite 1110, Oakbrook TerraceHQ
Contact and registration details
- Legal name
- Cypress Investment Management, LLC
- Headquarters
- 18w140 Butterfield RD, Suite 1110, Oakbrook Terrace, IL 60181
- Website
- cypressholdings.com
- Phone
- 331-307-7444
- SEC file
- 801-129079
- Structure
- Delaware LLC
- Fiscal year end
- December
Cypress Investment Management has custody of $302M for 127 clients.
How many clients does Cypress Investment Management have?
Cypress Investment Management has 127 clients and manages $302 million for them, as of March 2026. They include 127 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Cypress Investment Management offer?
Cypress Investment Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Cypress Investment Management have?
Cypress Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Cypress Investment Management?
Cypress Investment Management is owned through holding companies by Christopher Hughes and John Staab. Its direct owners are Wislim Investments LLC (50% to 75%) and Mawo Capital I LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Cypress Investment Management get paid?
Cypress Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cypress Investment Management?
Cypress Investment Management’s main office is at 18w140 Butterfield RD, Suite 1110, Oakbrook Terrace, IL 60181. Its phone number is 331-307-7444. Its website is cypressholdings.com.