Form D · Hedge Fund

Cavalry Opportunity Fund, L.P.

San Francisco, CA · CIK 0001574902

Offering snapshot reported Sep 9, 2022 · SEC filing

Reported sold
$74.7M
Indefinite offering
Investors reported
21
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 17, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$37.3M$74.7MApr 22, 2013Jun 24, 2014: $38,386,015.00Jun 23, 2015: $63,036,015.00Jun 24, 2016: $66,068,515.00Jun 23, 2017: $66,068,515.00Jun 22, 2018: $71,068,515.00Jul 1, 2019: $71,168,515.00Sep 23, 2019: $71,168,515.00Sep 9, 2020: $71,168,515.00Sep 23, 2021: $74,668,515.00Sep 9, 2022: $74,668,515.00Sep 9, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 9, 2022Amendment$74,668,515$0vs Sep 23, 202121SEC filing
Sep 23, 2021Amendment$74,668,515$3,500,000vs Sep 9, 202021SEC filing
Sep 9, 2020Amendment$71,168,515$0vs Sep 23, 201921SEC filing
Sep 23, 2019Amendment$71,168,515$0vs Jul 1, 201921SEC filing
Jul 1, 2019Amendment$71,168,515$100,000vs Jun 22, 201821SEC filing
Jun 22, 2018Amendment$71,068,515$5,000,000vs Jun 23, 201721SEC filing
Jun 23, 2017Amendment$66,068,515$0vs Jun 24, 201621SEC filing
Jun 24, 2016Amendment$66,068,515$3,032,500vs Jun 23, 201521SEC filing
Jun 23, 2015Amendment$63,036,015$24,650,000vs Jun 24, 201420SEC filing
Jun 24, 2014Amendment$38,386,015No comparison10SEC filing
Apr 22, 2013InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-195322
Limited Partner Interests

Source: Form D, filed Sep 9, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CAVALRY OPPORTUNITY FUND, L.P.

Investment adviser: CAVALRY MANAGEMENT GROUP 2, LLC

Gross asset value
$48.9M
Beneficial owners
7
ADV minimum commitment
$5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SAN FRANCISCO, California, United States
Custodian MORGAN STANLEY & CO. LLC SAN FRANCISCO, California, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC SAN FRANCISCO, California, United States
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

Filing source

Form ADV 2083798 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3447955007

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Cam Gp 1.5, Lp Executive
N/A Cavalry Management Group, Llc Executive
John K. Hurley Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
101 Montgomery Street, Suite 2550
San Francisco, CA, 94104