CAVALRY MANAGEMENT GROUP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
167937
Registered since
January 3, 2024

Firm profile

FINTRX

Overview

Cavalry Management Group is an SEC-registered investment adviser that began registration in 2024 and operates as a limited liability company. The firm allocates capital across public equities and runs at least one pooled vehicle, acting in capacities that include sponsor, general partner and other adviser roles. Its public-equity sleeve is modest relative to total firm assets, indicating the firm uses public markets as one part of a broader investment program that includes sponsored private funds and commodity exposure. The firm is not an active ESG investor and does not report multi-state adviser status. Cavalry appears oriented toward concentrated, manager-driven allocation decisions rather than broad, passive indexing. The adviser engages third-party alternative managers for commodity strategies and directly advises a hedge fund vehicle, suggesting a mix of internally controlled and outsourced alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GEOFFREY FRANK

    COO, Risk & Portfolio Analysis, TradingCRD 2385713

Contacts

1 of 1
  • JOHN HURLEY

    OwnerCRD 4381125

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
505 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth