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CYPRESS STONE CAPITAL LLC
CRD 314764
9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, 34202, United States
Phone
941-226-8060
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.8M
Discretionary AUM
$8.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.6M |
| High net worth individuals | 6 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD