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Cache
Cache provides tax-efficient solutions for diversifying concentrated stock positions through its Cache Exchange Fund. The platform allows investors to swap...
Overview
Cache provides tax-efficient solutions for diversifying concentrated stock positions through its Cache Exchange Fund. The platform allows investors to swap appreciated stocks for diversified funds tracking indices like the Nasdaq-100 and S&P 500 while deferring capital gains taxes. Cache is SEC registered with asset custody at BNY Mellon and reports over $1.5 billion in assets on platform.
General information
Firm type
Asset Manager
Year founded
2022
AUM
$1.5B+
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
How does Cache handle custody and asset safety?
Exchange fund assets are custodied at BNY Mellon, while long/short strategy assets are held at Charles Schwab. Positions are protected by SIPC insurance up to $500,000 in securities and the custodians carry additional private insurance (per the firm). Cache itself does not hold client assets, keeping them segregated at regulated third-party custodians.
Does Cache offer strategies beyond the exchange fund?
Yes. Cache also markets long/short hedging strategies and a collar advance product for shareholders seeking to manage downside risk on concentrated positions without immediately selling. However, the exchange fund remains the core flagship product and the primary source of platform assets (per the firm).
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