other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Registration Changed to CAVALRY MANAGEMENT GROUP, LLC
As of Date 01/04/2024
Adviser Type - Large advisory firm
Number of Employees 17
of those in investment advisory functions 11
AUM* 1,102,569,506
of that, discretionary 1,102,569,506
Private Fund GAV* 0 -100.00%
Avg Account Size 91,880,792
SMA’s Yes
Private Funds 0 5
Contact Info 415 xxxxxxx

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 1B 1B 734M 367M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker00206R102 Stock NameAT&T INC $ Position$2,680,194 % Position12.00% $ Change-98.00% # Change376.00%
Stck Ticker294821608 Stock NameTELEFONAKTIEBOLAGET LM ERICS $ Position$2,407,143 % Position11.00% $ Change241.00% # Change178.00%
Stck Ticker882508104 Stock NameTEXAS INSTRS INC $ Position$1,942,998 % Position9.00% $ Change-97.00% # Change300.00%
Stck Ticker55024U109 Stock NameLUMENTUM HLDGS INC $ Position$1,899,815 % Position9.00% $ Change-98.00% # Change175.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$1,803,216 % Position8.00% $ Change-99.00% # Change124.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$1,660,449 % Position7.00% $ Change-98.00% # Change202.00%
Stck Ticker29444U700 Stock NameEQUINIX INC $ Position$1,477,016 % Position7.00% $ Change-96.00% # Change533.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$1,376,146 % Position6.00% $ Change-98.00% # Change264.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$1,354,247 % Position6.00% $ Change-96.00% # Change604.00%
Stck TickerG7997R103 Stock NameSEAGATE TECHNOLOGY HLDNGS PL $ Position$1,359,049 % Position6.00% $ Change # Change

Brochure Summary