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Cachetech
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CRD # | 327688 |
SEC # | 801-128689 |
CIK # | 0002013390 |
AUM | $131.8 MM (2024-06-18) |
Employees | 8 (75% Investors, 0% Brokers) |
Phone | 435-752-1702 |
Address | 701 S Main St Logan, UT 84321 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Value ($MM) | |
---|---|---|---|
Nvidia Corp | 7.8 | ||
Microsoft Corp | 7.6 | ||
ARM Holdings PLC /UK | 3.8 | ||
Alphabet Inc | 3.0 | ||
Taiwan Semiconductor Manufacturing Co Ltd | 3.0 | ||
Amazon Com Inc | 2.9 | ||
Super Micro Computer Inc | 2.9 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 131.8 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 478 | 131.8 |
By Discretionary | ||
Discretionary | 478 | 131.8 |
Non-Discretionary | 0 | 0.0 |
Total | 478 | 131.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 131.8 | |
Total | 478 | 131.8 |
EDGAR Form | CIK | 2011 - 2025 |
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13F-HR | [0002013390] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Foundational Retirement Solutions LLC
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AK | 0.1 |
Frugal Financial Retirement Plan Services LLC
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FL | 0.1 |
Rayliant Investment Research
✚
|
CA | 0.1 |
Joseph Advisory Services LLC
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|
TX | 0.1 |
Community Development Fund Advisors LLC
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|
FL | 0.1 |
SRN Advisors LLC
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|
PA | 0.1 |
Change Finance PBC
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|
VA | 0.1 |
Polymer Capital Management US LLC
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|
NY | 0.1 |
Lincoln Energy Holdings LLC
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|
CO | 0.1 |
Syntax Advisors LLC
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|
NY | 0.1 |