Cypress Capital
- Company typePrivate
- Founded1998
- HeadquartersVancouver, Canada
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Cypress Capital firmographics
Firmographics- Name
- Cypress Capital
- Legal name
- Cypress Capital Management Ltd.
- Website
- https://cypresscap.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Cypress Capital industry classification
Industry- Product category
- Discretionary Portfolio Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Cypress Capital is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Cypress Capital business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Discretionary Portfolio Management Fees: Management fees charged quarterly in arrears. One quarter of the annual fee percentage is charged based on the total market value of assets. Fees in non-registered accounts are tax deductible. Family assets are pooled together for fee calculation purposes to allow family groups to benefit from reduced fees on larger asset totals. All trading, reporting and custody costs are inclusive of the management fee.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Tiered fee structure based on assets under management |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels1 record
Cypress Capital product offering
Product offeringCore offering
Cypress Capital Management provides independent discretionary portfolio management for private clients (individuals, families, foundations, businesses) across trusts, personal, corporate, charity, and registered accounts, alongside Canadian institutional equity mandates spanning General Canadian Equity, Small-Cap, Real Estate, High-Yield, Income, and Oil & Gas strategies. Portfolios are constructed and rebalanced by an in-house team of CFA-designated portfolio managers using third-party custodial services, with optional ESG mandate integration and quarterly client reporting.
Product overview
Cypress Capital Management operates as a unified investment management platform offering discretionary portfolio management services. The core offering consists of discretionary portfolio management across all account types (Trusts, Personal, Corporations, Charities, Registered), which serves as the foundation for Private Client Mandates (individuals, families, foundations, businesses) and Institutional Client Mandates (Canadian equity strategies including General Canadian Equity, Small-Cap, Real Estate, High-Yield, Income, and Oil & Gas). ESG Integration Services can be layered onto standard portfolios, while Client Reporting Services provides quarterly and annual statements. All services utilize third-party custodians with no in-house custody.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Portfolio Management Services
- Private Client Mandates
- Institutional Client Mandates
Quantifiable outcome
- AUM grown to over $5.5 billion since founding in 1998
- +2 more outcomes
Companies that use Cypress Capital
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Cypress Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Cypress Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Raymond Jamescore infrastructureRaymond James serves as the primary third-party custodian for client assets. Clients receive monthly statements from Raymond James. Cypress uses Raymond James for online access and client login services. All custodial fees are included in the fee clients pay to Cypress.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Cypress Capital competitors and assessment
Company assessmentDirect peers
- Mawer Investment Management: Calgary-based independent Canadian boutique investment manager offering discretionary portfolio management to private clients and institutional investors across multiple equity and fixed income strategies. Closely comparable to Cypress in business model, independence, target client mix and strategy breadth.
- Leith Wheeler Investment Counsel: Vancouver-based independent Canadian investment counsel serving private clients, families and foundations with discretionary portfolio management. Direct competitor in the same Western Canadian HNW market with a comparable boutique, fee-based, referral-driven model.
- Jarislowsky Fraser: Montreal-based independent Canadian investment manager with strong institutional equity and fixed income mandates and a private client practice. Highly comparable to Cypress's institutional Canadian equity focus, with materially larger AUM and similar independent positioning.
- Beutel Goodman: Toronto-based independent Canadian investment manager focused on fundamental equity and fixed income strategies for institutional and private clients. Comparable to Cypress in independent boutique positioning and Canadian equity/bond mandate offerings.
- Burgundy Asset Management: Toronto-based independent Canadian boutique serving private clients, foundations and institutions with discretionary equity and fixed income mandates. Closely comparable to Cypress in target clientele, mandate types and independence-from-banks positioning.
- Letko Brosseau Asset Management: Montreal-based independent Canadian investment manager serving private clients and institutions with global and Canadian equity strategies. Directly comparable boutique model targeting HNW families and foundations with discretionary mandates.
Emerging players
- Picton Mahoney Asset Management: Toronto-based Canadian investment manager offering long-short, equity and fixed income mandates to institutional and private clients. Comparable in serving Canadian institutional and HNW mandates, though with a more alternatives-oriented product set than Cypress's traditional long-only focus.
Broad incumbents
- Fiera Capital: Montreal-headquartered Canadian asset manager with broad institutional and private wealth offerings across equity, fixed income, alternatives and private markets. Larger and broader than Cypress, but overlaps in Canadian institutional equity mandates and private client discretionary management.
- AGF Investments: The investment management arm of Cypress's parent AGF Management Ltd., offering a broad suite of equity, fixed income and alternative strategies to institutional and retail clients. Sister entity under common ownership with overlap in Canadian equity strategies and institutional distribution.
- Connor, Clark & Lunn Financial Group: Vancouver-headquartered Canadian private investment management firm with multiple affiliated boutique managers serving institutional and private wealth clients. Comparable to Cypress in Western Canadian roots and institutional Canadian equity mandates, but materially larger and more diversified.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Cypress Capital compliance and trust
Trust signalCompliance1 record
Cypress Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cypress Capital leadership team
Management profileNumber of profiles
Profiles1 record
Cypress Capital subsidiaries and ownership
Company hierarchySubsidiaries1 record
Cypress Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cypress Capital M&A and investment
M&A and investmentM&A
Investments8 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cypress Capital
What does Cypress Capital do?
Cypress Capital Management provides independent discretionary portfolio management for private clients (individuals, families, foundations, businesses) across trusts, personal, corporate, charity, and registered accounts, alongside Canadian institutional equity mandates spanning General Canadian Equity, Small-Cap, Real Estate, High-Yield, Income, and Oil & Gas strategies. Portfolios are constructed and rebalanced by an in-house team of CFA-designated portfolio managers using third-party custodial services, with optional ESG mandate integration and quarterly client reporting.
Is Cypress Capital a public or private company?
Cypress Capital is a private company. It is classified as corporate owned and is currently operating.
When was Cypress Capital founded?
Cypress Capital was founded in 1998. It employs 11 to 50 people.
Where is Cypress Capital based?
Cypress Capital is headquartered in Vancouver, Canada, in the North America region.
How does Cypress Capital make money?
One revenue line is on record: discretionary Portfolio Management Fees.
Who are Cypress Capital's main competitors?
Direct peers on record are Mawer Investment Management, Leith Wheeler Investment Counsel, Jarislowsky Fraser, Beutel Goodman, Burgundy Asset Management and Letko Brosseau Asset Management. Picton Mahoney Asset Management is listed as an emerging player. Broad incumbents are Fiera Capital, AGF Investments and Connor, Clark & Lunn Financial Group.
Does Cypress Capital have an API?
No public API is recorded for Cypress Capital.
What industry is Cypress Capital in?
Cypress Capital's product category is Discretionary Portfolio Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.