SourcingSourcing

CYCAP PARTNERS, LLC

C43
CRD 335347·SEC 801-132708·TALLAHASSEE, FL
AUM
$143.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$430K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYCAP PARTNERS, LLC
CRD
335347
SEC file #
801-132708
EIN
—
DBA names
Cypress Capital

Economics

AUM
$143.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$117.8M → $143.2M▲ +22%
Client mix
Individuals Other232
Individuals High Net Worth28
Other14
Corporations7

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
TALLAHASSEE FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK, MARY, KATHRYN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CLARK, MARY, KATHRYN
McCarty, Erin, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:cycap.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial11
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5404074
Trust Company Affiliate
No

People (4)

4
McCarty, Erin, M
IAR · Direct Owner · 62.5%
6720733
CLARK, MARY, KATHRYN
IAR · Direct Owner · 62.5%
5404074
Nathaniel Thomas Blanco
IAR
7713577
Tyler J McKibbin
IAR
7703527