Cachetech
Firm details
- Headquarters
- Logan, Utah
- CRD number
- 327688
- Registered since
- September 8, 2023
- Website
- www.cachetech.io
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Other Investment Advisers95.85%
- Pooled Investment Vehicles4.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cachetech is a corporate-structured hedge fund and registered investment adviser that positions itself as a capital allocator for institutional clients. The firm is registered with the SEC (registration in 2023) and is owned by an individual principal. Cachetech’s business model combines portfolio management across client types (individuals/small businesses, pooled vehicles, and institutions) with commodity pool operator/commodity trading adviser activities. The firm also engages in selecting third‑party managers and runs educational seminars and workshops for clients and counterparties. Its fee arrangements include asset‑based charges, performance fees, and hourly billing for certain services. Cachetech is not an active ESG investor and does not report multi‑state adviser status. It also identifies as a sponsor, general partner/managing member of pooled investment vehicles and maintains relationships with other investment advisers and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- Investment Grade Corp Bonds2%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Scott Ellingson
General Counsel and Chief Compliance OfficerCRD 8242948

Patrick Murphy
President and Chief Investment OfficerCRD 5504210

Riley Crosbie
Managing Member And Chief Compliance OfficerCRD 6538869
Contacts
3 of 5
David Kastner
Managing DirectorCRD 2321752

Connor Murphy
Managing DirectorCRD 6095950
Aimee Odd
CRD 8242942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$508M in ETFs
75%
$379M
15%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $57.9M | 2,256,916 | 11.38% |
Location
Logan, UT
Cache
Location
Logan, UT
Headquartered in Logan, UT, in the West of the United States.
- Region
- West
- County
- Cache
- Address
- 701 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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