# Cashmere

> Cashmere is an SEC-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 332280
- Filed as: CASHMERE
- Legal name: Forma Cashmere LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332280
- AdvisorCensus page: https://advisorcensus.com/firm/cashmere-332280

## Quick answers

**How is Cashmere compensated?**
On its Form ADV (Item 5.E, October 2026), Cashmere reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cashmere registered with the SEC or a state?**
Cashmere is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332280.

**How much does Cashmere manage?**
Cashmere reports $16,110,667 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**How have Cashmere's assets and staff changed since 2024?**
In the Form ADV data for Cashmere: Regulatory assets under management: $0 in the October 2024 data and $16,110,667 in the October 2026 data. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cashmere serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Cashmere 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/332280

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,110,667
- Discretionary: $16,110,667
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $16,110,667 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thecashmerefund.com
- Facebook @thecashmerefund
- Instagram @thecashmerefund
- LinkedIn @the-cashmere-fund

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 5 | July 18, 2024 |
| October 2025 | $15,064,043 | 5 | March 28, 2025 |
| October 2026 | $16,110,667 | 5 | June 8, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $16,110,667 in the October 2026 data.
Total employees: 5 in October 2024 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cashmere (CRD 332280): Form ADV filing data as of October 2026.