Leyland Cypress, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,948,538
Clients
11
Advisors
2
of 4 employees
About
Leyland Cypress provides Investment Monitoring and Recommendation Services to individuals, families, trusts, estates and small institutions, offering discretionary portfolio management across traditional and alternative asset classes including domestic and foreign equities, fixed income, ETFs, private funds and REITs. The firm reports approximately $2.15 million in assets under management across 14 discretionary accounts for 11 clients and is operated by a small team of two advisors.
The firm follows a structured, client-tailored process — onboarding questionnaires, goal-setting, risk/return profiling, asset allocation modeling and ongoing monitoring — and makes buy/sell/hold recommendations based on its valuation methodology. Its stated primary strategy is quantitative ETF arbitrage, and it provides daily monitored account updates through a secure portal along with quarterly performance reports to clients.
Notable disclosures in the brochure include formal affiliations with another registered adviser (Life Unlocked Partners LLC) and with a law practice (LSK Legal, A Professional Law Corporation), with the firm stating that any potential conflicts from those relationships will be disclosed and managed. The combination of a quantitative ETF-arbitrage focus, frequent performance reporting and the firm’s small scale and minimum-account policy differentiates Leyland Cypress from many of its peers.
Client services
Expertise
Fee options
$0+: 2% annually for retail clients $0+: 1% annually for institutional clients
Account minimum: $150,000 Fee-only: 2% annually of AUM for retail clients; 1% annually of AUM for institutional clients
Main office
Long Beach CA
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brenden O
Series 65
Long Beach, CA
Leyland Cypress, LLC
Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.
Ritwik K
Series 65
Long Beach, CA
Leyland Cypress, LLC
Ritwik Kumar is a financial advisor at Leyland Cypress, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at DBD Partners and RIGZ. Leyland Cypress, LLC provides investment monitoring and recommendation services primarily to individual clients and other entities, employing a quantitative ETF arbitrage strategy focused on asset allocation. The firm emphasizes daily account monitoring and frequent client reporting through a secure portal and quarterly written updates.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")