Cypress Investment Management, LLC

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Cypress Holdings Group Skip to content INVESTOR PORTAL CYPRESS HOLDINGS GROUP Investing for Long-Term Resilient Performance Cypress Holdings Group Linda Kelly 2026-01-06T17:39:04+00:00 Cypress Holdings Group is comprised of a multi-family office and an alternative investment management firm that provides institutional access to private market investments through established relationships. We leverage expertise developed through our collective experience in the capital markets to deliver exceptional value and tailored solutions for our clients and limited partners. Our integrated approach supports the diverse needs of our stakeholders while maintaining a steady focus on sustaining and growing wealth. 2013 Company Founded 1 00 + Collective Years of Investment Experience 20+ Private Funds 30+ Sponsor and Operating Partners 150+ Originated Investments Cypress Wealth Management Investment Advisory Risk Management Family Governance and Education Tax Strategy and Planning Concentrated Position Strategy and Management Trust Services Estate and Legacy Planning Philanthropic Guidance Cypress Investment Management Focus on Private Investment Opportunities Multiple Private Funds under Management Highly Diverse Array of Investments Sourcing, Structuring and Due Diligence Investor-Specific Capital Deployment Tactical Portfolio Allocations Board Representation and Management CYPRESS WEALTH MANAGEMENT We pride ourselves on our fiduciary responsibility to multi-generational family office clie

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