CAVALOT CAPITAL

CAVALOT CAPITAL of INCLINE VILLAGE, NV is an SEC-registered investment adviser (CRD 312088). Regulatory assets under management: $64.1M.

Registration

• CRD: 312088
• Type: Registered investment adviser
• Location: 880 NORTHWOOD BLVD, INCLINE VILLAGE, NV, 89451
• Phone: 720-238-0153
• Latest filing: 2026-06-16
• Regulatory AUM: $64.1M
• Discretionary AUM: $64.1M
• Clients: 2
• Accounts: 265

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312088 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search