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CACHETECH
RIA technology platform built by and for investment advisors | CacheTech is a pioneering company providing a single technology solution for Registered...
Overview
RIA technology platform built by and for investment advisors | CacheTech is a pioneering company providing a single technology solution for Registered Investment Advisors (RIAs) that addresses their operational, CRM, and portfolio management needs. With a commitment to merging Finance and Technology, we offer a comprehensive suite of services aimed at empowering advisors and driving successful client outcomes. Historical Form 13F reports for CacheTech Inc. (CIK 0002013390, CRD 327688). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002013390. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-11 reports $617,525,993 in Section 13(f) long-position table value across 169 information-table rows and 169 distinct security, option and amount-type positions. Filing accessions: 0002013390-26-000003. For the quarter ended 2026-03-31, the report chain filed through 2026-05-12 reports $518,915,246 in Section 13(f) long-position table value across 177 information-table rows and 177 distinct security, option and amount-type positions. Filing accessions: 0002013390-26-000002. The five largest reported positions by table value for 2026-06-30 are: SCHWAB STRATEGIC TR, $71,158,946 reported table value; ISHARES TR, $31,651,730 reported table value; ISHARES INC, $23,534,272 reported table value; FIRST TR EXCHANGE-TRADED FD, $17,930,298 reported table value; ISHARES TR, $16,079,958 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What does CacheTech actually invest in?
CacheTech purchases interests in legal settlements and pre-settlement receivables. In practice, this means providing cash advances to plaintiffs in personal injury, class-action, or commercial litigation in exchange for a portion of the eventual settlement or judgment. The firm's capital is non-recourse — if the underlying case is lost, the plaintiff generally owes nothing. This asset class is structurally uncorrelated to public equities and fixed income.
How is litigation finance regulated, and does that affect CacheTech?
Pre-settlement funding is regulated at the state level in the United States, with a patchwork of disclosure requirements, interest-rate caps, and licensing obligations that vary by jurisdiction. Some states treat it as a consumer loan subject to usury laws, while others view it as an investment subject to lighter oversight. CacheTech's geographic footprint and underwriting approach must navigate this fragmented regulatory landscape, which creates both compliance costs and barriers to entry that favor established operators.
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