Cavalry Management Group

SEC-regulated
Registered investment advisor
Cavalry Management Group, LLC is a registered investment adviser with the SEC, established in 2002. The firm primarily serves as an investment adviser to private funds and separately managed accounts. Their investment focus is on publicly traded equity securities of technology-related companies, with broad investment authority. Clients' investment objectives are outlined in confidential offering documents. The minimum initial contribution for investors in the Funds is generally $5,000,000, subject to reduction. Cavalry charges an annual management fee of up to 1.5% of net assets under management and may receive performance-based compensation. The firm exercises investment discretion for client accounts, with continuous portfolio reviews by the Principal and portfolio managers. Cavalry has no reportable disciplinary information and utilizes a third-party proxy voting service for voting client securities. The firm does not participate in wrap fee programs and does not have directed brokerage arrangements. Clients receive monthly statements, performance letters, and annual audited financial statements. Cavalry has no financial conditions impairing its ability to meet commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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