SourcingSourcing

CACHE ADVISORS LLC

C27
CRD 323063·SEC 801-126849·SAN FRANCISCO, CA
AUM
$962.1M
$500M-$1B
Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CACHE ADVISORS LLC
CRD
323063
SEC file #
801-126849
EIN
880736224
DBA names
—

Economics

AUM
$962.1M
AUM band
$500M-$1B
AUM trajectory
'25'26
$290.6M → $962.1M▲ +231%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
15
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
1 advisors → 5 advisors▲ +400%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
youtube.com/@usecache

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CACHE FINANCIALS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
CACHE FINANCIALS, INC.
ARCHIBEQUE, JAIME, RAFAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052593
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0002085853-26-000408

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Bny Mellon20
E*trade4
Edgar Addresses
Mailing
95 THIRD STREET2ND FLOORSAN FRANCISCO, CA 94103
Business
95 THIRD STREET2ND FLOORSAN FRANCISCO, CA 94103
Edgar EIN
880736224
Edgar Recent Filings
13F-HR2026-04-17 · 0002085853-26-000408
13F-HR2026-01-22 · 0002085853-26-000068
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
WHITE, AARON, JAMES
IAR · Executive Officer · 2.5%
5668453
GARIBAY, ELISA, MARIE
IAR · Executive Officer · 2.5%
5154488
NARAYAN, SRIKANTH, (NMN)
IAR · Executive Officer · 2.5%
7536370
HANUS, BRADLEY, JAMES
IAR · Executive Officer · 2.5%
5487896
ARCHIBEQUE, JAIME, RAFAEL
Executive Officer · 2.5%
8033397
Christopher Lange
Executive Officer · 2.5%
5192396
RIAN TONY GOULART
IAR
7002656