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Adviser Profile

Registration status Registration Changed to CAVALRY MANAGEMENT GROUP, LLC
As of Date 01/04/2024
Adviser Type - Large advisory firm
Number of Employees 17
of those in investment advisory functions 11
AUM* 1,102,569,506
of that, discretionary 1,102,569,506
Private Fund GAV* 0 -100.00%
Avg Account Size 91,880,792
SMA’s Yes
Private Funds 0 5
Contact Info 415 xxxxxxx

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 1B 1B 734M 367M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker24703L202 Stock NameDELL TECHNOLOGIES INC $ Position$158,330,922 % Position22.00% $ Change # Change
Stck Ticker00206R102 Stock NameAT&T INC $ Position$139,426,437 % Position19.00% $ Change # Change
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$134,210,607 % Position19.00% $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$131,347,607 % Position18.00% $ Change # Change
Stck Ticker883556102 Stock NameTEXAS INSTRS INC $ Position$81,729,789 % Position11.00% $ Change # Change
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$71,612,725 % Position10.00% $ Change # Change
Stck Ticker958102105 Stock NameWESTERN DIGITAL CORP. $ Position$991,391 % Position0.00% $ Change # Change
Stck Ticker826919102 Stock NameSILICON LABORATORIES INC $ Position$976,577 % Position0.00% $ Change # Change
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$734,534 % Position0.00% $ Change # Change
Stck Ticker294821608 Stock NameTELEFONAKTIEBOLAGET LM ERICS $ Position$479,133 % Position0.00% $ Change # Change

Brochure Summary