Cache Advisors LLC

RIASEC RegisteredEst. 2022

Total AUM

$962M

Discretionary

$962M

100% of AUM

Avg account

$137M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 323063
Registered since: November 16, 2022
Website: www.cache-financial.com
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cache Advisors LLC is a privately held investment firm organized as an LLC and registered with the SEC in 2022. The firm identifies as a capital allocator serving an institutional client base and charges fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, businesses and institutions, and the selection of outside advisers. Cache Advisors also operates in commodity and derivatives spaces as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm reports being an active ESG investor. Its organizational affiliations extend beyond advisory activities: Cache Advisors is linked with broker-dealers, other investment advisers, and acts as a sponsor or general partner/managing member of pooled vehicles, indicating it both allocates to third-party managers and sponsors its own pooled products.