DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
BERNICE VALREY ROLLE-LEWIS Person · RIA / Wealth · matched BERNICE VALREY ROLLE · INDEPENDENT ADVISOR ALLIANCE, LLC | 1997 | |||||||
CAVALRY ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched CAVALRY MANAGEMENT GROUP, LLC · 801-63629 | SAN FRANCISCO, | $2.0B | 6 | 2012 | ||||
CAVALRY MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched CAVALRY MANAGEMENT GROUP, LLC · 801-108073 Also on Venture Capital | SAN FRANCISCO, | $1.1B | 5 | 2015 | ||||
VALRICIA ROSHELL MCCLOUD Person · RIA / Wealth · matched Valricia Roshell Brooks · J.P. MORGAN SECURITIES LLC | 2008 | |||||||
| New York, | ||||||||
| Greenwich, | 308 | |||||||
| Greenwich, | 219 | |||||||
| Seattle, | 2 | |||||||
| Dallas, | 1 | |||||||
| $727M | 53 | 2012 | ||||||
| $630M | 52 | 2012 | ||||||
KKR CAVALRY CO-INVEST L.P. Fund · RIA / Wealth · KOHLBERG KRAVIS ROBERTS & CO. L.P. Also on Private Equity | $1.3B | 10 | 2023 | |||||
| $2.3B | 4 | 2023 | ||||||
GIP IV CAVALRY CO-INVEST I, L.P. Fund · RIA / Wealth · GLOBAL INFRASTRUCTURE MANAGEMENT, LLC Also on Private Equity | $924M | 6 | 2023 | |||||
| $302M | 21 | 2022 | ||||||
| $59.5M | 81 | 2021 | ||||||
| $238M | 9 | 2012 | ||||||
| $85.8M | 16 | 2016 | ||||||
| $35.2M | 24 | 2018 | ||||||
| $78.5M | 16 | 2012 | ||||||
CAVALRY MARKET NEUTRAL INSTITUTIONAL MASTER FUND, L.P. Fund · RIA / Wealth · CAVALRY ASSET MANAGEMENT | $136M | 7 | 2012 | |||||
| $21.9M | 36 | 2021 | ||||||
| $31.6M | 14 | 2013 | ||||||
| $52.9M | 1 | 2018 | ||||||
| $3.1M | 3 | 2014 | ||||||
| 7 | 2013 | |||||||
| 3 | 2015 | |||||||
| $1.1M | 1 | 2021 | ||||||
| 2015 | ||||||||
| 2022 | ||||||||
| 1 | ||||||||
| 1 | ||||||||
Cruz Alberto Sandoval Roman Person · RIA / Wealth · matched CruzAlberto SandovalRoman · J.P. MORGAN SECURITIES LLC | 2016 | |||||||
| 1 | ||||||||
| 1 | ||||||||
| 1 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.