Cachetech

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Assets, Funds, Holdings

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Cachetech
CRD #327688
SEC #801-128689
CIK #0002013390
AUM $131.8 MM (2024-06-18)
Employees 8 (75% Investors, 0% Brokers)
Phone435-752-1702
Address701 S Main St
Logan, UT 84321
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 7.8
MSFT 1,918,222.4 7.6
ARM 3.8
GOOGL 1,475,138.5 3.0
TSM 437,370.3 3.0
AMZN 1,092,997.8 2.9
SMCI 2,169.7 2.9
 
 
 
 
Holdings by Sector ($MM)
4503602701809002023202320242025
AUM Breakdown Accounts AUM ($MM)
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 - 2024
13F-HR [0002013390]
Comparable Firms State AUM ($BB)
Foundational Retirement Solutions LLC
AK 0.1
Frugal Financial Retirement Plan Services LLC
FL 0.1
Rayliant Investment Research
CA 0.1
Joseph Advisory Services LLC
TX 0.1
Community Development Fund Advisors LLC
FL 0.1
SRN Advisors LLC
PA 0.1
Change Finance PBC
VA 0.1
Polymer Capital Management US LLC
NY 0.1
Lincoln Energy Holdings LLC
CO 0.1
Syntax Advisors LLC
NY 0.1
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