CYPRESS CAPITAL, LLC

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Cypress Capital is based out of Brentwood. Cypress Capital is a large advisory firm with 149 clients and discretionary assets under management (AUM) of $102,538,008 (Form ADV from 2018-09-18). Their last reported 13F filing for Q4 2018 included $217,463,000 in managed 13F securities and a top 10 holdings concentration of 71.13%. Cypress Capital's largest holding is SPDR Bloomberg Barclays 1-3 Month T-Bill ET with shares held of 468,008. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.7%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 4,280,240
Total Number of Clients: 149
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 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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