CAVALCADE CAPITAL LLC

Overview

Cavalcade Capital LLC is a limited liability company that registered with the SEC in 2024 to provide portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and operates under an owner structure listed as a domestic entity/individual. Its filings characterize the adviser as unclassified and not a capital allocator; it does not identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Investment activity centers on liquid, listed exposures with a clear preference for equities. The firm appears to advise on non-discretionary accounts, meaning clients retain trading authority while Cavalcade provides portfolio guidance. In addition to listed equities and ETFs, Cavalcade allocates to a range of alternative strategies and uses mutual funds and corporate debt to round out portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices