Cypress Ascendant

Cypress Ascendant is a San Diego-based boutique investment group specializing in diversified holdings across real estate, finance, hospitality, entertainment, and consumer goods sectors. Managed by Bill Trzos, the firm emphasizes small market opportunities with a relationship-focused approach.

Ascendant Capital Partners is a vertically integrated real estate investment and operating platform based in Los Angeles, specializing in hospitality, multifamily, and data infrastructure assets. The firm targets high-growth U.S. markets with a focus on value-add and opportunistic strategies, investing through joint ventures, preferred equity, and development partnerships. Ascendant leverages deep operational expertise and technology to unlock value in under-optimized assets.

Cypress Wealth Services, based in Palm Desert, California, is an independent Registered Investment Advisory (RIA) firm founded in 2017 by Mark…

Cypress Point Wealth Management, founded in 2007 and based in Dallas, Texas, specializes in private equity investments throughout the United States. The firm also has a notable presence in Austin, reflecting its commitment to expanding its investment strategies across various sectors.

Cypress Real Estate Advisors (CREA) is a privately held real estate investment firm founded in 1995 and headquartered in Austin, Texas. The firm specializes in the development and repositioning of residential and mixed-use communities in high-growth markets across the Southeast and Southwest United States, including cities like Austin, Dallas, Denver, Nashville, Atlanta, and Raleigh. CREA employs a direct and operationally intensive approach to real estate investing, focusing on methodical site selection, hands-on value creation, and cost reduction through a fully integrated platform.

Cresset Capital is an independent multi-family office and private wealth management firm founded by Eric Becker and Avy Stein. The firm specializes in serving ultra-high-net-worth families, entrepreneurs, executives, and private equity partners across the nation. With over $235 billion in assets under management, Cresset has been recognized as a top registered investment advisor by Barron’s and Forbes. The firm operates with a commitment to True Fiduciary® standards, emphasizing transparency and innovation in wealth management. Cresset offers a comprehensive range of wealth advisory and family office services tailored to complex financial needs. Their services include holistic financial planning, investment advisory with access to institutional-quality private investments, tax and estate strategies, and family office solutions. The firm focuses on personalized guidance to support enduring wealth creation and legacy protection. With over 20 office locations, Cresset prioritizes client interests and fosters long-term relationships, ensuring a cohesive approach to wealth management.