Cavalry Management is a fund manager in San Francisco with $1.78 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
753092973
SEC advisor number
801-108073
FINRA CRD number
167937
AUM ?
$1.78 bn
(as of 31 Mar 22)
Accounts
16
(as of 31 Mar 22)
Employees
16
(10 investment advisory or research)
Address
Cavalry Management
101 MONTGOMERY STREET, SUITE 2550
SAN FRANCISCO
CA 94104
101 MONTGOMERY STREET, SUITE 2550
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, 7:00 AM - 3:00 PM
Phone
415-439-7000
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hurley, John, K. | Managing Member | 01/2003 | 50-75% |
TGK Ventures, LLC | Member | 01/2003 | 25-50% |
Hurley, John, K. | Sole Member and Manager | 03/2001 | > 75% |
Frank, Geoffrey, Campbell | Chief Operating Officer and Chief Compliance Officer | 06/2013 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cavalry Management Group | $1.78 bn | |
Cavalry Capital Appreciation 2, L.P. | $105.46 mm | Hedge Fund |
Cavalry Opportunity Offshore Fund, LTD. | Hedge Fund | |
Cavalry Opportunity Fund, L.P. | $35.51 mm | Hedge Fund |
CCA2-H, L.P. | $413.97 mm | Hedge Fund |
CCA2-P, L.P. | $301.72 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21