CACHE ADVISORS LLC

CRD 323063 · SEC 801-126849

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95 THIRD ST, 2ND FLOOR, SAN FRANCISCO, CA, 94103, United States

Phone

2137881501

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$962.1M

Discretionary AUM

$962.1M

Team

15 total employees; 5 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Pooled investment vehicles	7	$962.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.youtube.com/@usecache
http://www.usecache.com
https://www.linkedin.com/company/cache-financials-inc/
https://x.com/usecache
https://www.instagram.com/cache_financials/
https://www.reddit.com/user/usecache/
https://www.facebook.com/people/Cache-Financials-Inc/

Official SEC filing: View on IAPD