CYPRESS CAPITAL, LLC

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Cypress Capital is based out of Franklin. Cypress Capital is a large advisory firm with 225 clients and discretionary assets under management (AUM) of $142,365,431 (Form ADV from 2019-03-21). Their last reported 13F filing for Q2 2019 included $221,321,000 in managed 13F securities and a top 10 holdings concentration of 74.23%. Cypress Capital's largest holding is SPDR Bloomberg Barclays 1-3 Month T-Bill ET with shares held of 427,360. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $221.321 Million
  • Prior Market Value $239.951 Million
  • New Purchases2 stocks
  • Additional Purchases28 stocks
  • Sold out of7 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 74.23 %
  • Turnover % [1]:14.06%
  • Turnover Alt % [2]: 12.37 %
  • Time Held Top20:1.70 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 0.51%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CYPRESS CAPITAL ADVISORS, LLC
436 MAIN ST. SUITE 205
FRANKLIN TN    37064
Country: United States

Business Phone: 615-467-6075
Fax: 877-632-4317
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 5,928,890
Total Number of Clients: 225
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
CYPRESS CAPITAL, LLC SOLE MEMBER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL ADVISORS, LLC SOLE MEMBER direct 2017-05-01
VASQUEZ, WENDY, LYNN CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2001-11-01
CYPRESS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
CYPRESS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
DODSON, MARK, TOMAS MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT direct 2001-01-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY GROUP, L.L.C. DIRECTOR OF RESEARCH direct 2001-01-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT direct 2001-01-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS, JEFFREY, DAVID MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
HAYS, KEITH, ALAN MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2016-07-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2016-03-31
BROOKS, MICHAEL, PRESTON MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01

CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2017-06-14
Name Title Start Date Direct/Indirect % Ownership
CYPRESS CAPITAL, LLC SOLE MEMBER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL ADVISORS, LLC SOLE MEMBER direct 2017-05-01
VASQUEZ, WENDY, LYNN CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2001-11-01
CYPRESS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
CYPRESS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
HAYS, JEFFREY, DAVID PRESIDENT 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
DODSON, MARK, TOMAS MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT direct 2001-01-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY GROUP, L.L.C. DIRECTOR OF RESEARCH direct 2001-01-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT direct 2001-01-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS, JEFFREY, DAVID MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
HAYS, KEITH, ALAN MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2016-07-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2016-03-31
BROOKS, MICHAEL, PRESTON MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01

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