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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cavalcade Capital LLC
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|---|---|
| CRD # | 327292 |
| SEC # | 801-130262 |
| CIK # | |
| AUM | $142.0 M (2025-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-287-7727 |
| Address | 55 Broadway New York, NY 10006 |
| Source | [IAPD] [Website] |
| Total AUM ($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 | 142.0 |
| (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 | 1 | 142.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 142.0 |
| Total | 1 | 142.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.0 | |
| Total | 1 | 142.0 |
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|---|---|---|
|
GUTT Financial Management LLC
✚
|
GA | 0.1 |
|
Legacy Advisory Services LLC
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PA | 0.1 |
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Calculated Wealth LLC
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WI | 0.1 |
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FLFS Advisory LLC
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NY | 0.1 |
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Truman Wealth Advisors LLC
✚
|
MO | 0.1 |
|
TIDE Cove Capital Partners LLC
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|
0.1 | |
|
Cook Financial Designs Inc
✚
|
VA | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |
|
Roxbury Financial LLC
✚
|
NJ | 0.1 |