Bank / Wealth / Trust

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Cypress Capital Advisors

Corporate Finance | M&A Advisory | Principal Investments | Cypress Advisors was founded in 2002 to help founders and investors build, grow, and exit...

Cypress Capital Advisors logo

Cypress Capital Advisors

Corporate Finance | M&A Advisory | Principal Investments | Cypress Advisors was founded in 2002 to help founders and investors build, grow, and exit valuable companies.

General information

Firm type

Bank / Wealth / Trust

Year founded

2025

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Franklin

Corporate office

Franklin, TN, United States

Sector focus

Venture Capital

Frequently asked questions

How is Cypress Capital Advisors structured — is it a venture firm or a wealth advisor?

Cypress Capital Advisors is a registered investment advisor that operates a dedicated venture capital program. Unlike a standalone venture firm, it deploys venture allocations within a broader advisory relationship, directing client capital into pooled venture vehicles and direct deals. Its structure makes it comparable to other advisory-venture hybrids that give private-wealth clients exposure to private-company equity.

What investment stages does Cypress Capital Advisors target?

The firm runs a generalist venture mandate. Public filings indicate it invests across the venture lifecycle, with pooled vehicles that can accommodate early-stage, growth-stage, and late-stage venture allocations. Specific stage preferences are not detailed in publicly available materials.

Does Cypress Capital Advisors invest nationally or only in Tennessee?

While headquartered in Franklin, Tennessee, the firm's venture strategy is not confined to in-state companies. Available filings do not impose a geographic restriction, and venture advisory practices of this type typically source deals across the United States, with potential emphasis on areas accessible from the Southeast.

How does Cypress Capital Advisors source venture deals?

The firm's deal flow likely originates through the networks of its principals and through relationships with institutional venture managers, given its operation of pooled venture vehicles. Specific sourcing channels are not disclosed publicly, but the advisory-plus-venture structure often yields proprietary introductions from wealth clients who are operators or limited partners in other funds.

Does Cypress Capital Advisors lead rounds or participate as a co-investor?

The firm structures its venture exposure through pooled investment vehicles, which suggests a capacity both to co-invest alongside lead investors and potentially to lead rounds directly, depending on the vehicle. The exact posture on round leadership is not documented in public sources.

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