Cavalry Asset Management, L.P. is a large advisory firm based in San Francisco. It manages $1.53 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Delaware, and 6 other states.
Cavalry Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cavalry Asset Management, L.P. is $1.53 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cavalry Asset Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cavalry Asset Management, L.P. performs its advisory services is located at One California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-439-7000 or by fax 415-439-7172. The normal business hours are 8 a.m to 5 p.m. on Monday - Friday.