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Building 2CAVALRY MANAGEMENT GROUP

Map pinSAN FRANCISCO, CA
Phone415-439-7000
NotebookSEC #801-108073
Total AUM
$1.1B
Employees
17
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MONTGOMERY STREET
SUITE 2550
SAN FRANCISCO
CA 94104
United States
Operating Hours
7:00 AM - 3:00 PM
Monday - Friday
Phone
415-439-7000
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
12
Discretionary
$1.1B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$1B
Pension/Profit Sharing Plan Clients
2
AUM
$89.3M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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