CAVALRY MANAGEMENT GROUP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 167937
- Registered since
- January 3, 2024
Firm profile
FINTRXOverview
Cavalry Management Group is an SEC-registered investment adviser that began registration in 2024 and operates as a limited liability company. The firm allocates capital across public equities and runs at least one pooled vehicle, acting in capacities that include sponsor, general partner and other adviser roles. Its public-equity sleeve is modest relative to total firm assets, indicating the firm uses public markets as one part of a broader investment program that includes sponsored private funds and commodity exposure. The firm is not an active ESG investor and does not report multi-state adviser status. Cavalry appears oriented toward concentrated, manager-driven allocation decisions rather than broad, passive indexing. The adviser engages third-party alternative managers for commodity strategies and directly advises a hedge fund vehicle, suggesting a mix of internally controlled and outsourced alternative allocations.
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
Owners & executives
1 of 1GEOFFREY FRANK
COO, Risk & Portfolio Analysis, TradingCRD 2385713
Contacts
1 of 1JOHN HURLEY
OwnerCRD 4381125
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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