Cypress Investment Management, Llc
- Regulatory AUM
- $302M
- Discretionary
- $302M
- Clients
- 127
- Avg AUM / client
- $2.4M
- Accounts
- 127
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 127 | $302M | 100.0% |
Private funds (108)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $272M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Noname | Private Equity Fund | Illinois | $98.9M | 13 |
| Mstk | Private Equity Fund | Illinois | $31.0M | 1 |
| Bb Ii | Private Equity Fund | Illinois | $9.6M | 11 |
| Sg Term | Private Equity Fund | Illinois | $9.4M | 3 |
| Bb Iii | Private Equity Fund | Illinois | $7.8M | 19 |
| Loc Vi | Private Equity Fund | Illinois | $7.0M | 1 |
| Gc | Private Equity Fund | Illinois | $5.3M | 3 |
| Co Iii V | Private Equity Fund | Illinois | $4.3M | 11 |
| Credit Vista | Private Equity Fund | Illinois | $3.6M | 5 |
| Cast | Private Equity Fund | Illinois | $3.5M | 7 |
| Pearl Mezz | Private Equity Fund | Illinois | $3.2M | 5 |
| Bb I | Private Equity Fund | Illinois | $3.0M | 12 |
| Co I I | Private Equity Fund | Illinois | $2.7M | 6 |
| Co Iv Xi | Private Equity Fund | Illinois | $2.5M | 13 |
| Sg Mort | Private Equity Fund | Illinois | $2.4M | 4 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hughes, Christopher, Lee | Managing Principal | Jan 2004 (23y) | ≈ 37.5% – 75% via Wislim Investments Llc | |
| Staab, John, Allan | Principal | Feb 2011 (16y) | ≈ 18.75% – 50% via Mawo Capital I Llc | |
| Timothy Louis Dillow | Chief Compliance Officer | CFP | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wislim Investments Llc | Co Owner | Dec 2022 | A | 50% – 75% |
| Mawo Capital I Llc | Co Owner | Dec 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hughes, Christopher, Lee: 75% – 100% of Wislim Investments Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Staab, John, Allan: 75% – 100% of Mawo Capital I Llc × 25% – 50% direct ≈ 18.75% – 50% 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.
Private funds (108, $272M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Noname | Private Equity Fund | $98.9M | $25.0K | 13 |
| Mstk | Private Equity Fund | $31.0M | $25.0K | 1 |
| Bb Ii | Private Equity Fund | $9.6M | $25.0K | 11 |
| Sg Term | Private Equity Fund | $9.4M | $25.0K | 3 |
| Bb Iii | Private Equity Fund | $7.8M | $25.0K | 19 |
| Loc Vi | Private Equity Fund | $7.0M | $25.0K | 1 |
| Gc | Private Equity Fund | $5.3M | $25.0K | 3 |
| Co Iii V | Private Equity Fund | $4.3M | $25.0K | 11 |
| Credit Vista | Private Equity Fund | $3.6M | $25.0K | 5 |
| Cast | Private Equity Fund | $3.5M | $25.0K | 7 |
| Pearl Mezz | Private Equity Fund | $3.2M | $25.0K | 5 |
| Bb I | Private Equity Fund | $3.0M | $25.0K | 12 |
| Co I I | Private Equity Fund | $2.7M | $25.0K | 6 |
| Co Iv Xi | Private Equity Fund | $2.5M | $25.0K | 13 |
| Sg Mort | Private Equity Fund | $2.4M | $25.0K | 4 |
| Co Ii X | Private Equity Fund | $2.4M | $25.0K | 5 |
| Lfi Stat | Private Equity Fund | $2.4M | $25.0K | 7 |
| Lfi | Private Equity Fund | $2.4M | $25.0K | 6 |
| Co Ii Viii | Private Equity Fund | $2.4M | $25.0K | 2 |
| New | Private Equity Fund | $2.3M | $25.0K | 9 |
| Credit Comv | Private Equity Fund | $2.3M | $25.0K | 5 |
| Gc Lsq | Private Equity Fund | $2.2M | $25.0K | 3 |
| Co Ii Xii | Private Equity Fund | $2.2M | $25.0K | 10 |
| Nord Iii | Private Equity Fund | $2.1M | $25.0K | 7 |
| Co Ii Iv | Private Equity Fund | $2.1M | $25.0K | 5 |
Top 25 of 108 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 22.7 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗