Cypresstree Investment Management Company, Inc. (Boston)

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.

Cypresstree Investment Management Company: assets under management

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 firm manages $3.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $372.48 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cypresstree Investment Management Company, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bradford Keith Gallagher	President & ceo	1 Aug 1996	25% - 50%	870980
Leana Dawn Vacirca	Vice president, secretary, treasurer	1 Aug 1996	Other	1576351
Jeffrey Scott Garner	Executive vice president	1 Aug 1996	Other	1233678
Cypress Holding Company	Owner	1 Aug 1996	75% - 100%	04-3290058
James Christophe Clifford	Chairman of the board & director	1 Aug 1996	Other	48717
Inc. Cypress Holding Company	Owner of cypresstree investment management company, inc.	1 Aug 1996	75% - 100%	04-3290058
Philip Curtice Robbins	Vice president	1 Sep 1996	Other	2272443
Peter Keniston Merrill	Vice president	1 Jun 1997	Other	2817418
Timothy M Barns	Vice president	1 Mar 1998	Other	3110591
Paul Francis Foley	Chief financial & chief compliance officer	1 Mar 2000	Other	4379069
Richard Eugene Omohundro	Portfolio manager	1 Apr 2001	Other	846358
Jr. Preston Ira Carnes	Portfolio manager	1 Apr 2001	Other	4347412
Richard Eugene Omohundro	President	1 Aug 2001	25% - 50%	846358
Inc. Cyprus Management Acquisition Company	Owner	1 Aug 2001	75% - 100%	00-0000000
John Anthony Frabotta	Vice president	1 Aug 2001	25% - 50%	868900
Martha N/A Hadeler	Vice president	1 Aug 2001	50% - 75%	1011445
Karen Jean Thelen	Vice president	1 Aug 2001	Other	1356266
William Dennis O'connell	Vice president	1 Aug 2001	Other	4347150
Inc. Cypress Management Acquisition Company	Owner	1 Aug 2001	75% - 100%	04-3572778
Jr. Preston Ira Carnes	Portfolio manager & director	1 Aug 2001	Other	4347412
Robert Elliott Weeden	Vice president	1 Sep 2002	Other	1829892
Cynthia Ming Ling Wong	Vice president	1 Oct 2002	Other	1266719
David Vincent Macdonald	Controller	1 Jan 2003	Other	4645160
Joseph Canavan	Chief financial officer & chief compliance officer	1 Nov 2003	Other	4934454

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Berkshire Fund Iv	Shareholder	1 Oct 1995	50% - 75%	04-3303593
Llc Fourth Berkshire Associates	General partner	1 Oct 1995	Other	04-3303590

Based in Boston

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.