Cypress Point Investment Management provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 2 private funds.
Cypress Point Investment Management reports 4 clients. They include 3 pooled investment vehicles and 1 sovereign wealth fund or foreign official institution. Of its assets, 100.0% ($512M across 4 accounts) are managed with discretion. Of its clients, 50% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 75% | 23% |
| Sovereign wealth funds and foreign official institutions | 25% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $116M | 22.7% | $38.8M |
| Sovereign wealth funds and foreign official institutions | 1 | $396M | 77.3% | $396M |
| Total | 4 | $512M | 100% | $128M |
- Clients
- 3
- Regulatory AUM
- $116M
- AUM share
- 22.7%
- Avg. per client
- $38.8M
- Clients
- 1
- Regulatory AUM
- $396M
- AUM share
- 77.3%
- Avg. per client
- $396M
Total
- Clients
- 4
- Regulatory AUM
- $512M
- AUM share
- 100%
- Avg. per client
- $128M
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Cypress Point Investment Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Brenden Smith owns 75% or more of Cypress Point Investment Management. The leadership team of Cypress Point Investment Management includes Chief Compliance Officer Ashley Fizzarotti. It has 4 employees.
Leadership
- Ashley FizzarottiChief Compliance Officer
- Brenden SmithManaging Partner
Staff
- 4 employees
- 4 in advisory functions
- 1 soliciting firm
- Owns 75% or more of Cypress Point Investment Management LP
Brenden Smith
Control person · since March 2021
Cypress Point Investment Management’s regulatory assets grew 1.8× from $284M (March 2025) to $512M (July 2026); clients were 4 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $512M | 4 | 4 | 1 |
| March 2025 | $284M | 4 | 4 | 1 |
Besides its headquarters, Cypress Point Investment Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 100 Shoreline Highway, Suite B375, Mill ValleyHQ
Contact and registration details
- Legal name
- Cypress Point Investment Management LP
- Headquarters
- 100 Shoreline Highway, Suite B375, Mill Valley, CA 94941
- Website
- cypresspointlp.com
- Phone
- 415-598-1040
- SEC file
- 801-131601
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Cypress Point Investment Management uses Citibank, National Association ($300M, 76%) and Morgan Stanley ($95.9M, 24%) as custodians for its separately managed accounts. Cypress Point Investment Management has custody of $116M in client assets for 3 clients.
- Citibank, National AssociationCitibank, National Association · New York, NY · $300M76%
- Morgan StanleyMorgan Stanley & Co.international PLC · London · $95.9M24%
At year end, Cypress Point Investment Management’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $552M across 33 positions; the largest are Bandwidth Inc. (8.9%), Sportradar Group AG (5.4%) and Q2 Hldgs Inc. (4.8%).
What the accounts hold
- Stocks95%
- Cash5%
Reported 13F holdings
- $552M
- Reported 13F value
- 33
- Positions
- 49.3%
- In the 10 largest
- +30.0%
- Value vs. prior quarter
- Bandwidth Inc. · Com CL A8.9%
- Sportradar Group AG · Class A Ord Shs5.4%
- Q2 Hldgs Inc.4.8%
- Coursera Inc.4.7%
- Genius Sports Limited · Shares CL A4.6%
- Freshworks Inc. · Class A4.6%
- Blend Labs Inc. · CL A4.4%
- Snowflake Inc. · Com Shs4.3%
- Sentinelone Inc. · CL A3.9%
- Paymentus Holdings Inc. · Com CL A3.9%
Together, the ten largest are 49.3% of reported value.
How many clients does Cypress Point Investment Management have?
Cypress Point Investment Management has 4 clients and manages $512 million for them, as of July 2026. They include 3 pooled investment vehicles and 1 sovereign wealth fund or foreign official institution.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Cypress Point Investment Management offer?
Cypress Point Investment Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cypress Point Investment Management use?
Cypress Point Investment Management’s separately managed account assets are held at Citibank, National Association (New York, NY), with $300M and Morgan Stanley & Co.international PLC (London), with $95.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Cypress Point Investment Management have?
Cypress Point Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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
What does Cypress Point Investment Management invest in?
At the end of its last fiscal year, Cypress Point Investment Management’s separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cypress Point Investment Management?
Cypress Point Investment Management’s direct owner is Brenden Smith (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Cypress Point Investment Management get paid?
Cypress Point Investment Management is paid through a percentage of assets under management, fixed fees 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 Point Investment Management?
Cypress Point Investment Management’s main office is at 100 Shoreline Highway, Suite B375, Mill Valley, CA 94941. Its phone number is 415-598-1040. Its website is cypresspointlp.com.