Cypresstree Investment Management Company, Inc. is a large advisory firm based in Boston. It manages $3.72 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Cypresstree Investment Management Company provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cypresstree Investment Management Company, Inc. is $3.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cypresstree Investment Management Company, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Eugene Omohundro has been acting as President since 1 Aug 2001. Joseph Canavan joined the executive team most recently as the Chief Financial Officer & Chief Compliance Officer.
The principal office where Cypresstree Investment Management Company, Inc. performs its advisory services is located at One Boston Place, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-371-9300 or by fax 617-371-9362. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.