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| Cavalier Investments LLC
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|
|---|---|
| CRD # | 281201 |
| SEC # | 801-106545 |
| CIK # | 0001655543 |
| AUM | $321.1 MM (2023-03-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 888-721-4588 |
| Address | 12600 Deerfield Parkway Alpharetta, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DBA | 11.3 | ||
| DBC | 7.2 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 6 | 307.9 |
| (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 | 13.2 |
| Total | 9 | 321.1 |
| By Discretionary | ||
| Discretionary | 6 | 307.9 |
| Non-Discretionary | 3 | 13.2 |
| Total | 9 | 321.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.1 | |
| Total | 9 | 321.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001655543] |
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