Cypress Capital Management Us Limited
- Regulatory AUM
- $106M
- Discretionary
- $106M
- Clients
- 49
- Avg AUM / client
- $2.2M
- Accounts
- 58
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $4.2M | 3.98% |
| High net worth individuals | 35 | $102M | 96.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldring, Blake, Charles | Director & Chairman | Apr 2008 (18y) | ≈ 11.87% – 75% via Bcg Holding Corporation | |
| Goldring, Judith, Gail | Director | Feb 2011 (16y) | Less than 5% | |
| Adams, Mark, William | Secretary | Sep 2015 (11y) | Less than 5% | |
| Alexander, Brian, Keith | Managing Director & Chief Financial Officer | Oct 2020 (6y) | Less than 5% | |
| Dean, Thomas, Andrew | Managing Director & President | Oct 2020 (6y) | Less than 5% | |
| Wood, Jennifer, Ann | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cypress Capital Management Limited | Parent Company | Nov 2005 | A | 75% or more |
| Agf Management Limited | Direct Owner | Oct 2007 | B | ≈ 42.19% – 100% via Agf Investments Inc. |
| Agf Investments Inc. | Shareholder | Oct 2007 | B | ≈ 56.25% – 100% via Cypress Capital Management Limited |
| Goldring Capital Corporation | Shareholder | Jun 1985 | B | ≈ 31.64% – 100% via Agf Management Limited |
| Bcg Holding Corporation | Shareholder | Nov 2008 | B | ≈ 15.82% – 75% via Goldring Capital Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Goldring, Blake, Charles: 75% – 100% of Bcg Holding Corporation × 50% – 75% of Goldring Capital Corporation × 75% – 100% of Agf Management Limited × 75% – 100% of Agf Investments Inc. × 75% – 100% of Cypress Capital Management Limited × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Agf Management Limited: 75% – 100% of Agf Investments Inc. × 75% – 100% of Cypress Capital Management Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Agf Investments Inc.: 75% – 100% of Cypress Capital Management Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Goldring Capital Corporation: 75% – 100% of Agf Management Limited × 75% – 100% of Agf Investments Inc. × 75% – 100% of Cypress Capital Management Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Bcg Holding Corporation: 50% – 75% of Goldring Capital Corporation × 75% – 100% of Agf Management Limited × 75% – 100% of Agf Investments Inc. × 75% – 100% of Cypress Capital Management Limited × 75% – 100% direct ≈ 15.82% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $61.2M (58% of AUM) Feb 2026
- Scotia Trust $45.0M (42% of AUM) Feb 2026
- RBC $780 (0% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗