Overview
Assets Under Management: $138 million
Headquarters: NEW YORK, NY
Frequently Asked Questions
CAVALCADE CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327292), CAVALCADE CAPITAL LLC is subject to fiduciary duty under federal law.
CAVALCADE CAPITAL LLC is headquartered in NEW YORK, NY.
According to their SEC Form ADV, CAVALCADE CAPITAL LLC offers portfolio management for individuals. View all service details ↓
CAVALCADE CAPITAL LLC manages $138 million in client assets according to their SEC filing dated September 09, 2024.
According to their SEC Form ADV, CAVALCADE CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 1
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 327292
Last Filing Date: 2024-09-09 00:00:00
Website: https://cavalcadegroup.com