Cashmere
Firm details
- Headquarters
- ,
- CRD number
- 332280
- Registered since
- August 16, 2024
- Website
- www.thecashmerefund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cashmere is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered in 2024, is individually owned, and serves an institutional client base. Its stated advisory activity is portfolio management for investment companies, and it charges clients a percentage of assets under management. Cashmere does not identify as an active ESG investor, is not a multi-state adviser, does not act as a capital allocator, and does not provide pension consulting. The firm is affiliated as an “other investment adviser” rather than as part of a larger broker-dealer or wirehouse network.
Assets & Accounts
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 5
Jason 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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