CACHETECH

RIASEC RegisteredEst. 2023

Total AUM

$547M

Discretionary

$547M

100% of AUM

Avg account

$297K

Accounts

1,845

Employees

Advisory reps

Firm details

Headquarters: LOGAN, Utah
CRD number: 327688
Registered since: September 8, 2023
Website: www.cachetech.io
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Other Investment Advisers95.85%
Pooled Investment Vehicles4.15%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cachetech is a corporate-structured investment manager that operates as a hedge fund and positions itself as a capital allocator for institutional clients. Registered with the SEC in 2023 and owner-operated, the firm offers a mix of advisory and commodity-related activities, including roles consistent with a CPO/CTA. Its advisory services span portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, plus selection-of-adviser services and educational workshops. The firm’s fee arrangements include asset-based fees, hourly charges, and performance-based compensation, and it reports that it is not an active ESG investor. Cachetech’s combination of hedge-fund classification and CPO/CTA activity suggests a strategy set that can include derivative or futures exposure alongside traditional long/short or absolute-return approaches.