Cavalcade Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327292
- Registered since
- May 13, 2024
- Website
- www.cavalcade.capital
- Custodians
- GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cavalcade Capital LLC is an SEC-registered investment adviser (registration in 2024) that provides portfolio management services aimed at individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports a non-ESG investment stance. Its regulatory filing classifies it as a limited liability company and identifies its advisory activity as portfolio management rather than pension consulting or broader institutional work.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds12%
- Other12%
- Private Funds9%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 55 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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