CYPRESS POINT FINANCIAL ADVISORS, LLC
SEC file number 801-78703
· LAFAYETTE, CA
https://cypresspointventura.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$22.8M
Discretionary AUM
$22.8M
Employees
1
Clients
—
Firm
- Address
- 1007 OAK HILL RD., SUITE B
LAFAYETTE, CA 94549 - Phone
- —
- Website
- https://cypresspointventura.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Cypress Point Funding LLC/DE High name-match confidence · CIK 2133984 · PR
- Cypress Point Long Opportunities Fund LP High name-match confidence · CIK 1942949 · CA
- Cypress Point Technology Fund LP High name-match confidence · CIK 1894813 · CA
- Cypress Point Technology Offshore Fund LP High name-match confidence · CIK 1917968 · E9
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
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Cypress Point Funding LLC/DE · D · May 26, 2026$41.7M
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AdvisorNet Financial, Inc · D · Apr 21, 2026
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Cypress Point Long Opportunities Fund LP · D · Feb 26, 2026
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Cypress Point Technology Fund LP · D · Feb 26, 2026
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Cypress Point Technology Offshore Fund LP · D · Feb 26, 2026
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AdvisorNet Financial, Inc · D · Apr 15, 2025
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Cypress Point Long Opportunities Fund LP · D · Jan 13, 2025
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Cypress Point Technology Fund LP · D · Jan 13, 2025
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Cypress Point Technology Offshore Fund LP · D · Jan 13, 2025