Investment adviser · CRD 167937
CAVALRY MANAGEMENT GROUP
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
CAVALRY MANAGEMENT GROUP, LLC
SAN FRANCISCO, CA, United States · Form ADV filed Mar 31, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CAVALRY CAPITAL APPRECIATION 2, L.P.Hedge Fund · Last reported Mar 31, 2026$35.5MGross asset value
Form D fundraising filings
Cavalry Capital Appreciation 2, L.P.
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-5245119279
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
- Form D file number
- 021-248020
Form ADV 2082578 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CCA2-H, L.P.Hedge Fund · Last reported Mar 30, 2023$343MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-4277219641
- Reported beneficial owners
- 1
- Minimum commitment
- $100K
- Form D file number
- 021-311123
Form ADV 1737581 · Mar 30, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CCA2-P, L.P.Hedge Fund · Last reported Mar 30, 2023$193MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-4413999638
- Reported beneficial owners
- 5
- Minimum commitment
- $100K
- Form D file number
- 021-270119
Form ADV 1737581 · Mar 30, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAVALRY OPPORTUNITY FUND, L.P.Hedge Fund · Last reported Jul 18, 2025$72.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-3447955007
- Reported beneficial owners
- 9
- Minimum commitment
- $5M
- Form D file number
- 021-195322
Form ADV 2004728 · Jul 18, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
505 MONTGOMERY STREET, SUITE 1100SAN FRANCISCO, CA, 94111, United States
CRD 167937
Filing source
Form ADV 2082578 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.