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| Cavan Capital Management LLC
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|---|---|
| CRD # | 311325 |
| SEC # | 801-121744 |
| CIK # | |
| AUM | $194.4 MM (2022-10-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-961-4820 |
| Address | 1 Mid America Plaza Oak Brook Terrace, IL 60181 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Cavan All Cap Growth Fund LP | 2014-05-27 | 8.2 | |
| HF | Cavan Select Fund LP | [2014-05-27] | 30.1 | 29.7 |
| Other | Cavan Small Cap Growth Fund LP | 2014-05-27 | 13.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 194.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 194.4 |
| By Discretionary | ||
| Discretionary | 24 | 194.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 194.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.4 | |
| Total | 24 | 194.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| James Reilly | 14 | ||
| Michael Reilly | 13 | ||
| Cavan Capital Management LLC | 3 | ||
| Cavan Capital Select GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HMS Capital Management LLC
✚
|
TN | 0.3 |
|
Highlander Capital Management LLC
✚
|
NJ | 0.2 |
|
Huntington Management LLC
✚
|
IL | 0.2 |
|
Westport Asset Management Inc
✚
|
CT | 0.2 |
|
Lakewood Asset Management LLC
✚
|
IL | 0.2 |
|
South Shore Capital Advisors LLC
✚
|
MA | 0.2 |
|
Miller Global Investments LLC
✚
|
TX | 0.2 |
|
Magnolia Financial Planning Services Inc
✚
|
SC | 0.2 |
|
Traub Capital Management LLC
✚
|
MA | 0.1 |
|
American Asset Management Inc
✚
|
FL | 0.1 |