CACHE ADVISORS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 323063
- Registered since
- November 16, 2022
- Website
- www.cache-financial.com
- 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
FINTRXOverview
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
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 1SRIKANTH NARAYAN
Founder and CEOCRD 7536370
Contacts
3 of 6BRADLEY HANUS
Head of ComplianceCRD 5487896
RIAN GOULART
CRD 7002656
AARON WHITE
Head of Investor SolutionsCRD 5668453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$411M in ETFs
2%
$9M
0%
$402M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ) | Alpha Architect | $169M | 3,631,067 | 41.14% |
Location
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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