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 institutional registered investment adviser that positions itself as a capital allocator for institutional clients. The firm is SEC-registered (2022) and operates as a limited liability company. Its advisory mandate spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, and it also engages in selecting other advisers. Cache Advisors lists CPO/CTA activity among its business lines, and its industry affiliations include broker-dealer relationships and roles as sponsor/GP or managing member of pooled vehicles. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor.
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 1
Srikanth Narayan
Founder and CEOCRD 7536370
Contacts
3 of 9
Aaron White
Head of Investor SolutionsCRD 5668453
Elisa Garibay
Head of Brokerage OperationsCRD 5154488
Rian Goulart
Head of Investor SolutionsCRD 7002656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$474M in ETFs
2%
$9.5M
0%
$464M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ) | Alpha Architect | $193M | 3,631,067 | 40.77% |
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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