Cyprium Investment Partners LLC (Cleveland)

Name: Cyprium Investment Partners LLC
Address: 200 Public Square Ste 2020, Cleveland, OH, 44114
Telephone: 216-453-4500

Cyprium Investment Partners LLC is a large advisory firm based in Cleveland. It manages $732.01 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois and Ohio.

Cyprium Investment Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cyprium Investment Partners: assets under management

The assets under management (AUM) of Cyprium Investment Partners LLC is $732.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $732.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cyprium Investment Partners LLC 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.

What kind of clients Cyprium Investment Partners serves?

The only and largest group of clients of Cyprium Investment Partners is pooled investment vehicles with 6 clients and $732.01 million of assets under management. Among the 8 most similar advisory firms, Cyprium Investment Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $732.01 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Cyprium Investment Partners also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $1,250,000.

Careers at Cyprium Investment Partners LLC

The company employs 14 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John R Sinnenberg	Chairman and member	1 Jun 2011	25% - 50%	2121768
Leland John Lewis	Managing partner and member	1 Jun 2011	25% - 50%	1584954
Michael J Conaton	Managing partner and member	1 Jun 2011	Other	6024799
Cindy Jane Babitt	Managing partner and member	1 Jun 2011	Other	2905559
Dennis W Wagner	Cfo, cco and member	1 Jun 2011	Other	6024809
Theodore Anthony Laufik	Chief financial officer and chief compliance officer	1 Oct 2014	Other	6187311

Based in Cleveland

The principal office where Cyprium Investment Partners LLC performs its advisory services is located at 200 Public Square Ste 2020, Cleveland, OH 44114, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-453-4500 or by fax 216-453-4520. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cyprium.com.