Cavalier Investments LLC
Legal Name: CAVALIER INVESTMENTS, LLC
Full Contact Details
Other Info
Cavalier Investments LLC is legally known as CAVALIER INVESTMENTS, LLC. It is a MA Limited Liability Company. This firm has 7 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 19, 2015.
Cavalier
Home Products Beliefs News Experience Welcome Method Contact Home Products Beliefs News Experience Welcome Method Contact our mission:make portfolios smarterFocused on the Evolution of Adaptive Correlation find out how our products seek to:Enhance performance in up markets by playing offense.Re…
Direct Owners
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CAVALIER16, INC.
DIRECT OWNER owns 75% or more
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GARY SCOTT WETHERINGTON
CHIEF INVESTMENT OFFICER owns less than 5%
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GREGORY ALLAN RUTHERFORD
PRESIDENT AND CEO owns less than 5%
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JOCELYN M DALKIN
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARIA S BROOKHOUSER
DIRECT OWNER owns more than 5% but less than 10%
Indirect Owners
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GREGORY ALLAN RUTHERFORD
OWNER owns 75% or more
Firms Located Nearby
Top Holdings
- GOLDMAN SACHS ACCESS HY CORP ETF $12,435k
- ISHARES TR CORE US AGGBD ET $9,558k
- ISHARES TR $9,496k
- SELECT SECTOR SPDR TR SBI HEALTHCARE $5,688k
- SELECT SECTOR SPDR $4,265k
- SPDR SERIES TRUST $4,172k
- SELECT SECTOR SPDR $4,124k
- SELECT SECTOR SPDR TR SBI INT-FINL $4,116k
- SELECT SECTOR SPDR $4,114k
- SELECT SECTOR SPDR $4,109k