GREENWOOD AND CAVALIER, LP
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 330381
- Registered since
- February 20, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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