# Cypress Point Wealth Management

Cypress Point Wealth Management is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** 3838 Oak Lawn Avenue Suite 1150, Dallas, TX, United States
- **Founded:** 2007
- **Assets under management:** 728 (Altss estimate)
- **Website:** cypresspointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cypress-point-wealth-management

## Regulatory record

- **CRD number:** 316549
- **SEC file number:** 801-67840
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316549

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Venture Capital

## 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.

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Last updated: 2026-07-08T21:10:30.986Z

Canonical page: https://altss.com/profile/cypress-point-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology