Cache Advisors LLC

RIASEC Registered

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 an institutional registered investment adviser that works primarily with institutional clients and pooled investment vehicles. The firm is SEC-registered (registration year 2022) and operates as a capital allocator and sponsor/manager of pooled vehicles, with business activities that include serving as a CPO/CTA. Its advisory palette covers portfolio management for individuals, small businesses, institutions and pooled vehicles, as well as selection of other advisers. Fee arrangements are percentage-of-AUM, and the firm identifies as an active ESG investor. Cache Advisors is organized as an LLC with ownership that includes domestic entities and individuals. Its mix of roles — advisor, sponsor/GP/managing member, and commodity pool operator/commodity trading advisor — suggests a blend of discretionary portfolio management and direct involvement in creating and operating pooled investment products.