CASHMERE
Firm details
- Headquarters
- ,
- CRD number
- 332280
- Registered since
- August 16, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cashmere is organized as a limited liability company and is SEC-registered as of 2024. The firm is owned by an individual and serves an institutional client base. Its advisory mandate is focused on portfolio management for investment companies and it charges fees as a percentage of assets under management. Cashmere does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser. It also does not act as a pension consultant or as a related adviser. The firm's regulatory classification is listed as unclassified.
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 5JASON 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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