AltMountain

Cavalier Capital, LLC

Birmingham, AL · CIK 1850939
Status: no Form D since May 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Cavalier Capital, LLC is a real estate fund based in Birmingham, Alabama. According to its most recent Form D, filed May 18, 2021, it has sold $1,725,000 of interests to 7 investors since its first sale in May 2021. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Albert Morton, Jr; John Mears, Jr; Richard Yerger.

Total raised
$1,725,000Cumulative sales reported on Form D
Investors
7
First sale
May 10, 2021
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Albert Morton, Jr; John Mears, Jr; Richard Yerger
Latest Form D
May 18, 2021

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Cavalier Capital, LLC

What is the minimum investment for Cavalier Capital, LLC?

Cavalier Capital, LLC's latest Form D, filed May 18, 2021, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Cavalier Capital, LLC?

Cavalier Capital, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Cavalier Capital, LLC raised?

Cavalier Capital, LLC reports $1,725,000 sold from 7 investors on its Form D filed May 18, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Cavalier Capital, LLC based?

Cavalier Capital, LLC is based in Birmingham, Alabama.

When did Cavalier Capital, LLC launch?

Cavalier Capital, LLC reports its first sale in May 2021.

Size compared with every real estate fund

Raised more than 34% of the 91 real estate funds based in Alabama, and more than 43% of all 7,349 that report sales.

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