Cypress Wealth Management

Private Equity SEC-registered adviser

Legal name: Cypress Wealth Management, LLC

Oakbrook Terrace, IL Website

AUM

$282.7M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$170.7M
Gross asset value

Employees

6

Last Form D raise

—

From SEC Form ADV filing (filed Mar 20, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

C
Christopher Hughes
Managing Principal, Wislim Investments
Source: SEC Form ADV
J
John Staab
Principal, Mawo Capital I
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Chg-Noname Capital LLCPrivate Equity$170.7M———

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
324524
SEC file number
801-128859

Sources