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ADAPTIVE INVESTMENTS
CAVALIER INVESTMENTS, LLC
CRD 281201 · SEC 801-106545
12600 DEERFIELD PARKWAY, SUITE 100, ALPHARETTA, GA, 30004, United States
Phone
888.721.4588
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$421.4M
Discretionary AUM
$418.3M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $418.3M |
States served
CA, GA
All web addresses on file
Official SEC filing: View on IAPD