Investment adviser · CRD 330381

GREENWOOD AND CAVALIER, LP

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.

DALLAS, TX, United States · Form ADV filed Feb 23, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

2023 GREENWOOD AND CAVALIER WINNERS FUNDVenture Capital Fund · Last reported Feb 23, 2026$900KGross asset value
Auditor LOGAN LOWRY CPA PLANO, Texas, United States
Marketer GREENWOOD AND CAVALIER, LP DALLAS, Texas, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

GREENWOOD AND CAVALIER, LP
CRD 330381

Fund details & source
Fund ID
805-2422656146
Reported beneficial owners
10
Minimum commitment
$50K

Form ADV 2056798 · Feb 23, 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.

Services & filing details

Most recent filing: Feb 23, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3316 SAINT JOHNS DRIVE
DALLAS, TX, 75205, United States

CRD 330381

Filing source

Form ADV 2056798 · Feb 23, 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.