Cachetech
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
FINTRXOverview
Cachetech is a corporate-structured hedge fund that operates as a capital allocator for institutional clients. The firm is SEC-registered (registration year 2023) and is owned by an individual. Its service mix includes portfolio management for individuals/small businesses, pooled investment vehicles and institutional clients, selection of other advisers, and educational seminars/workshops. Cachetech also lists CPO/CTA activity and acts as sponsor/GP or managing member of pooled vehicles. The firm charges a combination of AUM-based fees, hourly fees, and performance-based fees, and it reports providing both discretionary portfolio management and advisory input on third-party managers. Cachetech does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- Investment Grade Corp Bonds2%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
Patrick Murphy
President and Chief Investment OfficerCRD 5504210
Riley Crosbie
Managing Member And Chief Compliance OfficerCRD 6538869
Aimee Odd
Chief Financial OfficerCRD 8242942
Contacts
3 of 4
Connor Murphy
Managing DirectorCRD 6095950
David Kastner
Managing DirectorCRD 2321752
Steven Adams
Chairman of the Board and FounderCRD 2627265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$578M in ETFs
76%
$439M
13%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $71.2M | 2,417,905 | 12.32% |
Location
Logan, UT
Cache
Location
Logan, UT
Headquartered in Logan, UT, in the West of the United States.
- Region
- West
- County
- Cache
- Address
- 701 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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