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 RIA that operates as a capital allocator for institutional clients and manages portfolios across pooled vehicles and direct accounts. The firm is registered with the SEC (registration year 2022) and is structured as a limited liability company with both a domestic entity and individual ownership elements. Its fee model is a percentage of assets under management and its stated advisory activities include portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions, as well as selection of other advisers. Cache Advisors also lists CPO/CTA activity among its business lines and maintains industry relationships that include broker-dealer affiliation, other investment-adviser roles, and sponsor/GP/managing-member involvement with pooled vehicles. The firm identifies as an active ESG investor.