CACHE ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$962M
Discretionary
$962M
100% of AUM
Avg account
$137M
Accounts
7
Employees
15
Advisory reps
7

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
323063
Registered since
November 16, 2022
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cache Advisors LLC is an SEC-registered investment adviser that positions itself as a capital allocator for institutional clients. Organized as an LLC and registered in 2022, the firm provides portfolio management across a range of client types — individuals and small businesses, pooled investment vehicles, and institutional or business mandates — and it also performs selection-of-other-advisers duties. Cache operates with a percentage-of-AUM fee model, serves an institutional client base, and lists CPO/CTA activity among its business lines. The firm reports being an active ESG investor and participates in sponsor/G.P. roles for pooled vehicles.

Assets & Accounts

Public Holdings

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
  • SRIKANTH NARAYAN

    Founder and CEOCRD 7536370

Contacts

3 of 6
  • BRADLEY HANUS

    Head of ComplianceCRD 5487896

  • RIAN GOULART

    CRD 7002656

  • AARON WHITE

    Head of Investor SolutionsCRD 5668453

Unlock 3 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

ETF holdings

1 of 18

Active vs passive

$411M in ETFs

Passive

2%

$9M

Active

0%

$402M

ETFProviderStyleCategoryValueShares% of portfolio
ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ)Alpha Architect$169M3,631,06741.14%

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
95 3rd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth