CAVALIER INVESTMENTS, LLC
Legal name: ADAPTIVE INVESTMENTS
CRD #281201 SEC #801-106545 ALPHARETTA, GA 888.721.4588
SEC Registered
Total AUM
$361.6M
Discretionary
$360.5M
Employees
7
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $361.6M | $360.5M | $1.1M | 7 | 0 |
| May 2025 | $361.6M | $360.5M | $1.1M | 7 | 0 |
| Mar 2025 | $361.6M | $360.5M | $1.1M | 7 | 0 |
| Jun 2024 | $290.1M | $286.8M | $3.3M | 7 | 0 |
| Mar 2024 | $290.1M | $286.8M | $3.3M | 7 | 0 |
| Jul 2023 | $321.1M | $307.9M | $13.2M | 7 | 0 |
| Mar 2023 | $321.1M | $307.9M | $13.2M | 7 | 0 |
| Mar 2023 | $321.1M | $307.9M | $13.2M | 7 | 0 |
| Sep 2022 | $480.6M | $460.4M | $20.2M | 7 | 0 |
| Mar 2022 | $480.6M | $460.4M | $20.2M | 7 | 0 |
| Mar 2021 | $246.9M | $245.2M | $1.7M | 7 | 0 |
| Oct 2020 | $220.4M | $213.8M | $6.6M | 7 | 0 |
| Sep 2020 | $220.4M | $213.8M | $6.6M | 7 | 0 |
| Jan 2020 | $293.7M | $293.7M | $0 | 7 | 0 |
| Sep 2019 | $293.7M | $293.7M | $0 | 7 | 0 |
| Jun 2019 | $375.6M | $375.6M | $0 | 3 | 0 |
| Nov 2018 | $375.6M | $375.6M | $0 | 3 | 0 |
| Sep 2018 | $375.6M | $375.6M | $0 | 3 | 0 |
| Jan 2018 | $325.3M | $325.3M | $0 | 4 | 0 |
| Sep 2017 | $251.6M | $251.6M | $0 | 4 | 1 |
| Mar 2017 | $208.6M | $208.6M | $0 | 4 | 1 |
| Jan 2017 | $197M | $197M | $0 | 2 | 1 |
| Sep 2016 | $197M | $197M | $0 | 2 | 1 |
| Aug 2016 | $197M | $197M | $0 | 2 | 1 |
| Jan 2016 | $325M | $325M | $0 | 2 | 0 |
| Nov 2015 | $325M | $325M | $0 | 2 | 0 |
| Oct 2015 | $325M | $325M | $0 | 2 | 0 |
| Oct 2015 | $325M | $325M | $0 | 2 | 0 |
| Sep 2015 | $325M | $325M | $0 | 2 | 0 |
| Aug 2015 | $325M | $325M | $0 | 2 | 0 |
| Aug 2015 | $325M | $325M | $0 | 2 | 0 |
DateOct 2025
Total AUM$361.6M
Discretionary$360.5M
Non-Disc.$1.1M
Employees7
Clients0
DateMay 2025
Total AUM$361.6M
Discretionary$360.5M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2025
Total AUM$361.6M
Discretionary$360.5M
Non-Disc.$1.1M
Employees7
Clients0
DateJun 2024
Total AUM$290.1M
Discretionary$286.8M
Non-Disc.$3.3M
Employees7
Clients0
DateMar 2024
Total AUM$290.1M
Discretionary$286.8M
Non-Disc.$3.3M
Employees7
Clients0
DateJul 2023
Total AUM$321.1M
Discretionary$307.9M
Non-Disc.$13.2M
Employees7
Clients0
DateMar 2023
Total AUM$321.1M
Discretionary$307.9M
Non-Disc.$13.2M
Employees7
Clients0
DateMar 2023
Total AUM$321.1M
Discretionary$307.9M
Non-Disc.$13.2M
Employees7
Clients0
DateSep 2022
Total AUM$480.6M
Discretionary$460.4M
Non-Disc.$20.2M
Employees7
Clients0
DateMar 2022
Total AUM$480.6M
Discretionary$460.4M
Non-Disc.$20.2M
Employees7
Clients0
DateMar 2021
Total AUM$246.9M
Discretionary$245.2M
Non-Disc.$1.7M
Employees7
Clients0
DateOct 2020
Total AUM$220.4M
Discretionary$213.8M
Non-Disc.$6.6M
Employees7
Clients0
DateSep 2020
Total AUM$220.4M
Discretionary$213.8M
Non-Disc.$6.6M
Employees7
Clients0
DateJan 2020
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2019
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$208.6M
Discretionary$208.6M
Non-Disc.$0
Employees4
Clients1
DateJan 2017
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees2
Clients1
DateSep 2016
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees2
Clients1
DateAug 2016
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees2
Clients1
DateJan 2016
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateNov 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateOct 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateSep 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateAug 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0
DateAug 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees2
Clients0