# Cypress Point Financial Advisors

Cypress Point Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 169376
- **SEC file number:** 801-78703
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169376

## About

CYPRESS POINT FINANCIAL ADVISORS is an SEC-registered investment adviser. The firm manages $44 million in assets, $32 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Does Cypress Point Financial Advisors invest in direct deals or funds?

No public information is available on the firm's investment approach. RIAs commonly allocate to a mix of mutual funds, ETFs, separate accounts, and occasionally direct securities. Without disclosure, the firm's specific deal or fund activity is unknown.

### Who runs Cypress Point Financial Advisors?

Named principals are not publicly listed for Cypress Point Financial Advisors. The firm's leadership team has not been identified through its own communications or in industry databases.

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Last updated: 2026-06-03T20:00:00.000Z

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