CYPRESS ASSET Overview
Cypress Asset Managment Inc is an investment advisor that manages 578.2 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 289MM in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 289MM in positions, representing 50% of the manager's regulatory AUM.
CYPRESS ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CYPRESS ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.36% | Tech | 42.28% | 0.84% | 0 | 41% | ||
| JPM | 3.31% | Financials | 17.82% | 0.21% | 0 | 39% | ||
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FEATURED IN
CYPRESS ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William Garwood | President | March-1996 |
| Frank P. Lee | Chief Operating Officer | March-1996 |
| Hector F. Flores | Chief Compliance Officer | February-2010 |
| William L. Garwood | Vice President | October-2012 |
| Michael E. Mahoney | President & Chief Compliance Officer | September-2007 |
| Theresa E. Mahoney | Secretary & Treasurer | July-2008 |
CYPRESS ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CYPRESS ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .................................................. 10
ITEM 9 ‐ ...
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CYPRESS ASSET Portfolio Concentration
CYPRESS ASSET Location
4545 POST OAK PLACE DRIVE
SUITE 205
HOUSTON, Texas
UNITED STATES, 77027
SUITE 205
HOUSTON, Texas
UNITED STATES, 77027
CYPRESS ASSET Contact Information
Phone Number: 713-512-2100
Fax Number: 713-512-2105
Website: http://www.cypressasset.com
Fax Number: 713-512-2105
Website: http://www.cypressasset.com
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