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| Cavalier Investments LLC
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|---|---|
| CRD # | 281201 |
| SEC # | 801-106545 |
| CIK # | 0001655543 |
| AUM | 421.4 M (2026-03-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 888-721-4588 |
| Address | 12600 Deerfield Parkway Alpharetta, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Western Digital Corp | 0.1 | ||
| United States Oil Fund LP | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| iShares Silver Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 418.3 |
| (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 | 3 | 3.1 |
| Total | 7 | 421.4 |
| By Discretionary | ||
| Discretionary | 4 | 418.3 |
| Non-Discretionary | 3 | 3.1 |
| Total | 7 | 421.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.4 | |
| Total | 7 | 421.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001655543] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
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|---|---|---|
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|
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|
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✚
|
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