# Cavalot Capital

> Cavalot Capital is a state-registered investment advisory firm in Incline Village, NV, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 312088
- Filed as: CAVALOT CAPITAL
- Legal name: Cavalot Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Incline Village, NV
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312088
- AdvisorCensus page: https://advisorcensus.com/firm/cavalot-capital-incline-village-nv-312088

## Quick answers

**How is Cavalot Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Cavalot Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cavalot Capital located?**
Cavalot Capital's principal office is in Incline Village, NV, according to its Form ADV.

**Is Cavalot Capital registered with the SEC or a state?**
Cavalot Capital is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312088.

**How much does Cavalot Capital manage?**
Cavalot Capital reports $64,070,554 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**What types of clients does Cavalot Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (19).

**Does Cavalot Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312088

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,070,554
- Discretionary: $64,070,554
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $31,457,244 |
| High net worth individuals | 19 | $32,418,859 |
| Corporations or other businesses not listed above | Fewer than 5 | $183,159 |
| Other | Fewer than 5 | $11,292 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NV, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cavalotcapital.com
- Facebook @cavalotcapital
- LinkedIn @damian-palfini
- YouTube @UCbvSZosVtxAwGCHLclMHvKA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cavalot Capital (CRD 312088): Form ADV filing data as of October 2026.