Cavalier Investments LLC


Assets, Funds, Holdings

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Cavalier Investments LLC
CRD #281201
SEC #801-106545
AUM $293.7 MM (100% Disc, 100% US, 2020-01-02)
Employees7 (43% Investors, 0% Brokers)
Address12600 Deerfield Parkway
Alpharetta, GA 30004
Source [IAPD] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
XLU 17.3
XLV 16.8
XLRE 16.8
XLY 16.1
XLP 16.0
XLF 16.0
XLK 15.5
XLK 5.7
VGT 4.0
USMV 3.4
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Guidance Capital LLC
IL 0.3
ARS Advisors LLC
NY 0.3
Leader Capital Corp
WA 0.3
Thaddeus Capital Limited
Westpeak Investment Advisors LP
CO 0.3
Resource Alternative Advisor LLC
NY 0.3
337 Frontier Capital LP
NY 0.3
BNP Paribas Asset Management Singapore Limited
Panton Capital Group LLC
NY 0.3
Eastward Capital Partners LLC
MA 0.3
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