{
  "crd_number": 167937,
  "slug": "cavalry-management-group-san-francisco-ca-167937",
  "primary_business_name": "CAVALRY MANAGEMENT GROUP",
  "legal_name": "CAVALRY MANAGEMENT GROUP, LLC",
  "dbas": [
    "CAVALRY ASSET MANAGEMENT"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-01-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167937",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/cavalry-management-group-san-francisco-ca-167937",
  "display_name": "Cavalry Management Group",
  "summary": "Cavalry Management Group is an exempt reporting adviser in San Francisco, CA, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Cavalry Management Group (CRD 167937): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Cavalry Management Group located?",
      "a": "Cavalry Management Group's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "How does Cavalry Management Group report to regulators?",
      "a": "Cavalry Management Group is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 167937."
    },
    {
      "q": "How have Cavalry Management Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cavalry Management Group: Regulatory assets under management: $2,568,635,908 in the October 2021 data and $1,102,569,506 in the October 2023 data, down 57%. Total employees: 13 in October 2021 and 17 in October 2023. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Cavalry Management Group report any disciplinary disclosures?",
      "a": "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/167937"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2568635908.0,
      "total_employees": 13,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1781408397.0,
      "total_employees": 16,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1102569506.0,
      "total_employees": 17,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cavalry-management-group-san-francisco-ca-167937.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167937",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}