Cavalry Management Group
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Overview
Cavalry Management Group operates as a financial advisor company headquartered in San Francisco, California. Cavalry Management Group has $1.1 billion in assets under management across 12 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). It has a small team, including 11 financial advisors. Cavalry Management Group does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.
Cavalry Management Group oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell judgments without requiring the client's consent. The advisory firm's typical account size is $91.9 million. An average financial advisor at Cavalry Management Group manages about one client account, placing it among the most individualized advisor firms in the country.
The company's central office is at 101 Montgomery Street, San Francisco, California 94104. The firm is legally registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cavalry Management Group by the Numbers
$1.1 billion
17
12
$91.9 million
Fee Structure
Fees charged by financial advisors usually depend on the services offered. Fee types charged by the company most likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Cavalry Management Group.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Cavalry Management Group works with pooled investment vehicles and pension plans. Out of its 12 clients, Cavalry Management Group's biggest client type is pooled investment vehicles. About 17% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cavalry Management Group does not have any disclosures.
Please visit its Form ADV for more details.
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