CAVALRY MANAGEMENT GROUP 2, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 336850
- Registered since
- March 31, 2026
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JAE LEE
Portfolio ManagerCRD 2290886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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