Cypress Point Wealth Management
Asset Manager SEC-registered adviser
Legal name: Cypress Point Wealth Management, LLC
AUM
$1.5B
Regulatory AUM
Private funds
3
Venture Capital 2 · Private Equity 1
Private fund assets
$7.0M
Gross asset value
Employees
12
Last Form D raise
Nov 2025
Most recent fund filing
From SEC Form ADV filing (filed Mar 30, 2026). View on SEC
People(4)
Owners and executive officers named on the firm's SEC Form ADV.
A
A
J
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Cg-4 Feeder, LP | Venture Capital | $5.3M | $5.3M | 64 | Nov 2025 | Warm |
| Cypress Goldcrest Fund III Feeder, LP | Venture Capital | $9.0M | $5.5M | 54 | Jul 2021 | Cold |
| Entablature Houzz, LP | Private Equity | $7.0M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 143771
- SEC file number
- 801-67840
- CIK
- 1825611
Sources
- SEC Form ADV Oct 14, 2026