Cypress Point Investment Management Lp
- Regulatory AUM
- $512M
- Discretionary
- $512M
- Clients
- 4
- Avg AUM / client
- $128M
- Accounts
- 4
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $116M | 22.7% |
| Sovereign wealth funds and foreign official institutions | 1 | $396M | 77.3% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $76.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cypress Point Technology Fund Lp master | Hedge Fund | Delaware | $38.7M | 54 |
| Cypress Point Long Opportunities Fund Lp | Hedge Fund | Delaware | $37.5M | 9 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Smith, Brenden, Matthew | Managing Partner; Limited Partner | Mar 2021 (5y) | 75% or more | |
| Mezzadri, Marc, Anthony | Chief Compliance Officer; Chief Operating Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cypress Point Capital Management Llc | General Partner | Mar 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (2, $76.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cypress Point Technology Fund Lp | Hedge Fund | $38.7M | $1.0M | 54 |
| Cypress Point Long Opportunities Fund Lp | Hedge Fund | $37.5M | $1.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.46 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $300M (59% of AUM) Mar 2026
- Morgan Stanley $95.9M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗