CASHMERE
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ari Schottenstein
Managing Partner and Co-Chief Executive OfficerCRD 7955468
Contacts
3 of 5JASON EWASKO
DirectorCRD 4622799
Bruce Popko
General PartnerCRD 7739283
Mary Owen
General PartnerCRD 7955470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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