CASHMERE

RIASEC RegisteredEst. 2024
Total AUM
$16.1M
Discretionary
$16.1M
100% of AUM
Avg account
$16.1M
Accounts
1
Employees
5
Advisory reps
6

Firm details

Headquarters
,
CRD number
332280
Registered since
August 16, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Cashmere is an SEC-registered investment adviser formed as a limited liability company that provides discretionary portfolio management specifically for investment companies. The firm is organized under individual ownership and serves an institutional client base on a percentage-of-AUM fee model. Cashmere does not describe itself as a capital allocator and is not an active ESG investor. Its registration year is 2024 and its adviser classification is listed as unclassified. The firm’s stated activity—portfolio management for investment companies—indicates its primary work is managing pooled investment vehicles rather than delivering bespoke household wealth management or retirement-plan consulting. Given the single-client structure reported, the firm’s operating model appears concentrated around that investment company relationship and the portfolio-management duties attached to it.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ari Schottenstein

    Managing Partner and Co-Chief Executive OfficerCRD 7955468

Contacts

3 of 5
  • JASON EWASKO

    DirectorCRD 4622799

  • Bruce Popko

    General PartnerCRD 7739283

  • Mary Owen

    General PartnerCRD 7955470

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth