GREENWOOD AND CAVALIER, LP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
330381
Registered since
February 20, 2025

Firm profile

FINTRX

Overview

Greenwood And Cavalier, LP is organized as a limited partnership that appears on SEC records with a 2025 registration year. Filings characterize its core business activity as Other Financial Product Salesperson and identify the entity as a domestic organization with an unclassified regulatory profile. Greenwood And Cavalier is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not designated a capital allocator. Regulatory and operational disclosures show the firm holds roles tied to pooled investment vehicles: it is listed as a sponsor/GP and as a managing member for pooled funds. Industry affiliations also reference a law firm connection. The combination of sponsor/GP responsibilities and salesperson activity suggests the firm’s primary focus is on structuring or distributing private fund interests rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

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

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3316 Saint Johns Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth