SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Cypress Capital Partners, LLC
Chicago, IL
CRD 140754
Firm filing updated March 19, 2026 ·
- $464.4MAssets
- 2Advisory staff
- 53Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals30
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 30 | $464.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Other: "TRADING AND MARKET ADVISORY SERVICES"
- Portfolio management for individuals and/or small businesses
- Other: "TRADING AND MARKET ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$464.4 million
- Accounts53
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 140754, SEC file 801-66861.
- Registered with the SEC as an investment advisor (status date on record: June 9, 2006).
Is Cypress Capital Partners, LLC a fiduciary?
Short answer: Cypress Capital Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.