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CAVALIER INVESTMENTS, LLC

Doing business as ADAPTIVE INVESTMENTS. SEC Form ADV profile.

Total regulatory AUM
$421,361,387
Discretionary
$418,288,957
Non-discretionary
$3,072,430

Firm details

CRD number
281201
SEC file number
801-106545
Main office
ALPHARETTA, GA, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.