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 corporation that operates as a hedge fund and positions itself as a capital allocator for institutional clients. The firm is SEC-registered (2023) and is owner-controlled at the individual level. It performs both commodity pool operator/commodity trading advisor (CPO/CTA) activities and investment advisory services, including portfolio management for individuals, pooled vehicles, businesses and institutions, as well as selecting sub-advisers and running educational seminars. Fee arrangements are mixed: percentage-of-AUM fees are used alongside hourly charges and performance-based fees. Cachetech is not identified as an active ESG investor and does not report multi-state adviser status. The firm’s business model combines direct management of strategies with allocating to third-party managers.