Cashmere

RIASEC RegisteredEst. 2024
Total AUM
$16.1M
Discretionary
$16.1M
100% of AUM
Avg account
$16.1M
Accounts
1
Employees
5
Advisory reps
6

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

FINTRX

Overview

Cashmere is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered in 2024, is individually owned, and serves an institutional client base. Its stated advisory activity is portfolio management for investment companies, and it charges clients a percentage of assets under management. Cashmere does not identify as an active ESG investor, is not a multi-state adviser, does not act as a capital allocator, and does not provide pension consulting. The firm is affiliated as an “other investment adviser” rather than as part of a larger broker-dealer or wirehouse network.

Assets & Accounts

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

Contacts

1 of 1
  • Joshua Feine

    ManagerCRD 5171526

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth