# Cavalot Capital

Cavalot Capital is a Bank / Wealth / Trust based in Truckee, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Truckee, United States
- **Region:** North America
- **Address:** Truckee, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** cavalotcapital.com
- **LinkedIn:** https://www.linkedin.com/company/damian-palfini

## Regulatory record

- **CRD number:** 312088
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312088

## About

Cavalot Capital was founded in 2021 as a US wealth manager and registered investment adviser. The firm supplies investment advisory services, financial planning, investment management, and tax services. It works with individuals, high-net-worth individuals, families, trusts, and small businesses. No additional offices, team size, or recent operational events appear in available records.

## Questions

### What services does Cavalot Capital provide?

The firm offers investment advisory services, financial planning, investment management, and tax services.

### Which clients does Cavalot Capital advise?

It advises individuals, high-net-worth individuals, families, trusts, and small businesses.

### When was Cavalot Capital established?

Cavalot Capital was established in 2021.

## Related profiles

- [Cavamac](https://altss.com/profile/cavamac)

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Last updated: 2026-06-03T20:00:00.000Z

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