| Registration status | Registration Changed to CAVALRY MANAGEMENT GROUP, LLC |
| As of Date | 01/04/2024 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 17 6% |
| of those in investment advisory functions | 11 10% |
| AUM* | 1,102,569,506 -38% |
| of that, discretionary | 1,102,569,506 -38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 91,880,792 -17% |
| SMA’s | Yes |
| Private Funds | 0 5 |
| Contact Info | 415 xxxxxxx |
- Pooled investment vehicles
- Pension and profit sharing plans
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker00206R102 | Stock NameAT&T INC | $ Position$2,680,194 | % Position12.00% | $ Change-98.00% | # Change376.00% |
| Stck Ticker294821608 | Stock NameTELEFONAKTIEBOLAGET LM ERICS | $ Position$2,407,143 | % Position11.00% | $ Change241.00% | # Change178.00% |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$1,942,998 | % Position9.00% | $ Change-97.00% | # Change300.00% |
| Stck Ticker55024U109 | Stock NameLUMENTUM HLDGS INC | $ Position$1,899,815 | % Position9.00% | $ Change-98.00% | # Change175.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MFG LTD | $ Position$1,803,216 | % Position8.00% | $ Change-99.00% | # Change124.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$1,660,449 | % Position7.00% | $ Change-98.00% | # Change202.00% |
| Stck Ticker29444U700 | Stock NameEQUINIX INC | $ Position$1,477,016 | % Position7.00% | $ Change-96.00% | # Change533.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$1,376,146 | % Position6.00% | $ Change-98.00% | # Change264.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$1,354,247 | % Position6.00% | $ Change-96.00% | # Change604.00% |
| Stck TickerG7997R103 | Stock NameSEAGATE TECHNOLOGY HLDNGS PL | $ Position$1,359,049 | % Position6.00% | $ Change | # Change |