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Cavalry Asset Management, L.P. (San Francisco)


Cavalry Asset Management, L.P. is a large advisory firm based in San Francisco. It manages $1.53 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Connecticut, Delaware, and 6 other states.

Cavalry Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cavalry Asset Management: assets under management

The assets under management (AUM) of Cavalry Asset Management, L.P. is $1.53 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $255 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cavalry Asset Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Kennedy Hurley Owner 1 Mar 2001 75% - 100% 4381125

Based in San Francisco

The principal office where Cavalry Asset Management, L.P. performs its advisory services is located at One California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-439-7000 or by fax 415-439-7172. The normal business hours are 8 a.m to 5 p.m. on Monday - Friday.


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