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Cypress Point Wealth Management
Cypress Point Wealth Management was established in 2007 as a Dallas-based wealth manager and registered investment adviser. It supplies investment advisory...
Cypress Point Wealth Management
Cypress Point Wealth Management was established in 2007 as a Dallas-based wealth manager and registered investment adviser. It supplies investment advisory services and family office support to high-net-worth clients. The firm deploys capital into private equity, real estate, hedge funds, commodities and direct co-investments or SPVs. It also maintains indicated exposure to venture capital and startups. Geographic reach centers on North America. Team size and additional offices remain unreported. The firm lists no philanthropic vehicles or club memberships in available records. No public succession plan or hybrid operating-company structure appears in the record.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
AUM
728 (Altss estimate)
Location
Region
North America
Country
United States
City
Mill Valley
Corporate office
3838 Oak Lawn Avenue Suite 1150, Dallas, TX, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Cypress Point Wealth Management?
No named principals or CIO appear in public records or the Altss research record.
Does Cypress Point Wealth Management participate in fund commitments or only direct deals?
The firm confirms both hedge fund and private equity commitments alongside direct co-investments and SPVs.
What investment stages does Cypress Point Wealth Management typically target?
Seed-stage exposure is indicated along with broader venture capital activity.
Where does the underlying wealth come from?
Wealth origin is not disclosed in the Altss research record.
Does Cypress Point Wealth Management maintain philanthropic structures?
No philanthropic vehicles are listed in available data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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