Cypress Capital Group
Cypress Capital Group is a private equity real estate investment manager focused on residential properties in tech-centered cities, primarily in the United States. The firm is headquartered in Palm Beach, Florida. Cypress Capital Group emphasizes team values such as integrity, excellence, humility, entrepreneurship, and teamwork. The firm operates with a strong focus on delivering returns and supporting growth initiatives for its investors, including custom portfolio solutions and advisory services. The exact founding year and employee count are not publicly listed, but senior staff include partners and principals located in Palm Beach.
Investment Strategy
Cypress Capital Group specializes in real estate investing, especially residential properties in tech-driven urban markets. The firm prioritizes a value-driven, risk-mitigated approach, combining integrity and transparency in operations and portfolio management. They seek innovative, entrepreneurial opportunities, leveraging teamwork and historical insights to identify and manage investments. The firm offers outsourced chief investment officer services to advisors, providing tailored portfolio solutions and practice management, and delivers proprietary quantitative research to inform their investment decisions.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.50% | $52.2M | 84,119 | $447.94 | $620.90 | +$2.6M |
A AAPL | APPLE INC | 5.08% | $40.8M | 198,975 | $28.29 | $205.17 | -$3.7M |
L LLY | ELI LILLY & CO | 5.05% | $40.6M | 52,085 | $63.89 | $779.53 | -$2.7M |
M MSFT | MICROSOFT CORP | 4.48% | $36.0M | 72,392 | $111.04 | $497.41 | +$9.2M |
V V | VISA INC | 3.10% | $24.9M | 70,182 | $60.29 | $355.05 | +$114.7K |