SourcingSourcing

CYPRESS POINT CAPITAL MANAGEMENT, LLC

A80
CRD 167195·SEC 801-80324
AUM
$184.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$553K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYPRESS POINT CAPITAL MANAGEMENT, LLC
CRD
167195
SEC file #
801-80324
EIN
815086066
DBA names
—

Economics

AUM
$184.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$121.7M → $184.4M▲ +52%
Client mix
Individuals High Net Worth7
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/in/cpcm-will-patterson(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PATTERSON, WILLIAM, BARROWS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PATTERSON, WILLIAM, BARROWS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001698453
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2017-02-21
Edgar Last Filing Date
2018-02-16
Edgar Form D Count
3
Edgar Form D Offerings
2018-02-162018-02-16 · 0001698453-18-000002
2017-03-312017-03-31 · 0001698453-17-000004
Edgar Former Names
Investment Partners, LLC - CLAT Solutions Fund

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
275 SACRAMENTO STREET, 8TH FLOORSAN FRANCISCO, CA 94111
Business
275 SACRAMENTO STREET, 8TH FLOORSAN FRANCISCO, CA 94111
Edgar EIN
815086066
Edgar Recent Filings
D/A2018-02-16 · 0001698453-18-000002
D/A2017-03-31 · 0001698453-17-000004
Firm Has Custody
No
Top Owner CRD
1139833
Trust Company Affiliate
No

People (1)

1
PATTERSON, WILLIAM, BARROWS
IAR · Direct Owner · 87.5%
1139833