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|
| Keyboard |
| Cavalcade Capital LLC
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|
|---|---|
| CRD # | 327292 |
| SEC # | 801-130262 |
| CIK # | |
| AUM | 149.9 M (2026-06-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 212-287-7727 |
| Address | 55 Broadway New York, NY 10006 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 149.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 149.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 41 | 149.9 |
| Total | 41 | 149.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.9 | |
| Total | 41 | 149.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MH & Associates Securities Management Corp
✚
|
CA | 150.5 M |
|
Titletown Wealth Management LLC
✚
|
WI | 150.3 M |
|
Financial Management Advisors Inc
✚
|
TN | 149.9 M |
|
Financial Strategies Inc
✚
|
WI | 149.8 M |
|
White & Company Financial Planning Inc
✚
|
WA | 149.8 M |
|
Sonas Financial Group Inc
✚
|
MO | 149.8 M |
|
Keen Capital LLC
✚
|
149.7 M | |
|
Polaris Financial Planning LLC
✚
|
149.7 M | |
|
Monson Wealth Management Inc
✚
|
WA | 149.5 M |
|
Fund Advisors of America Inc
✚
|
FL | 149.4 M |