CAVALRY MANAGEMENT GROUP 2, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
336850
Registered since
March 31, 2026

Firm profile

FINTRX

Overview

Cavalry Management Group 2, LLC is organized as a limited liability company and appears in public records with SEC registration dated 2026. The firm is held by an individual owner and is listed under an unclassified adviser type. Available disclosures do not describe client-facing advisory services, fee schedules, or target client segments. The firm is not identified as an active ESG investor, is not characterized as a multi-state adviser, and is not recorded as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JAE LEE

    Portfolio ManagerCRD 2290886

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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