# Cache Advisors LLC

> Cache Advisors LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 323063
- Filed as: CACHE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323063
- AdvisorCensus page: https://advisorcensus.com/firm/cache-advisors-llc-san-francisco-ca-323063

## Quick answers

**How is Cache Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cache Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Cache Advisors LLC located?**
Cache Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cache Advisors LLC registered with the SEC or a state?**
Cache Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323063.

**How much does Cache Advisors LLC manage?**
Cache Advisors LLC reports $962,105,612 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Cache Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Cache Advisors LLC: Regulatory assets under management: $0 in the October 2023 data and $962,105,612 in the October 2026 data. Total employees: 4 in October 2023 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cache Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Cache Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323063

**What changed in Cache Advisors LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $962,105,612
- Discretionary: $962,105,612
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $962,105,612 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- reddit.com/user/usecache
- usecache.com
- Facebook @Cache-Financials-Inc
- Instagram @cache_financials
- LinkedIn @cache-financials-inc
- X @usecache
- YouTube @usecache

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | July 28, 2023 |
| October 2024 | $173,958,005 | 4 | September 12, 2024 |
| October 2025 | $290,612,638 | 13 | July 31, 2025 |
| October 2026 | $962,105,612 | 15 | July 28, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $962,105,612 in the October 2026 data.
Total employees: 4 in October 2023 and 15 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in AK, KY, MS, MT, ND, SD, WV, WY.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $290,612,638 to $962,105,612 (+231%).
- Added an office in San Francisco, CA.
- Registered or notice-filed in AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cache Advisors LLC (CRD 323063): Form ADV filing data as of October 2026.