Cypress Capital Partners, Llc
- Regulatory AUM
- $464M
- Discretionary
- $464M
- Clients
- 32
- Avg AUM / client
- $14.5M
- Accounts
- 53
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | — | — |
| High net worth individuals | 30 | $464M | 100.0% |
| Pension and profit sharing plans | 1 | — | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hosbein, Andrea, Elizabeth | Member | May 2006 (20y) | 25% – 50% | |
| Laughridge, Cheryl, L. | Managing Member | May 2006 (20y) | 50% – 75% | |
| Laughridge, William, R. | Chief Compliance Officer/Member | May 2006 (20y) | 25% – 50% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 903 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $343M (74% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗