Welcome to Cache
Select your investor type
Investor
You are an individual or entity investing your own capital.
Advisor
You are a financial intermediary representing clients you manage.
Mark sent you an exclusive invite to invest with Cache.
When you sign up for Cache using Mark's unique referral link, you both get $100,000 managed free for one year.
Got it
Expanded capacity through Mar 11
See if you're a match
Back

All in Cache Updates

Recent
Guide

Six Months Later: Cache Exchange Fund Performance Update

Curious to learn how the Cache Exchange Fund is performing? Read our Q3 update to learn about the official performance numbers, and our investors testimonials.

Announcing our ‘Flagship Series’ Exchange Funds for Qualified Purchasers

Discover the newest Cache Exchange Fund: built for qualified purchasers, including corporate executives, private wealth clients, family offices, and other high-net-worth individuals.

Introducing the Cache Exchange Fund: Making tax-deferred diversification broadly accessible

Now tax-deferred diversification is broadly accessible. We’ve brought a product used by the ultra-wealthy to anyone with a large stock position.

Meet the Cache Investment Team

Looking to diversify a large stock position? Get an introduction to our talented investment team, their stories, and what drives their investing philosophies.

How Cache secures your assets while protecting your wealth

Learn about the steps we've taken to build and maintain trust in our platform.

0

Cache Surpasses $1 Billion in Assets: How We Reawakened a Dormant Category

For decades, exchange funds were the best-kept secret within private banks. Cache made them accessible and reawakened a dormant category

1

2025 Wrapped: Scaling to $1B+ With Precision — and What’s Next

Read about how we scaled to $1B+ in 2025 while maintaining benchmark precision

2
Funds

Announcing our ‘Flagship Series’ Exchange Funds for Qualified Purchasers

Discover the newest Cache Exchange Fund: built for qualified purchasers, including corporate executives, private wealth clients, family offices, and other high-net-worth individuals.

2
Q3 Performance

Cache Exchange Funds Q3 2025: Official Results

Discover how Cache Exchange Funds aligned with their benchmarks in Q3 2025, helping diversify concentrated stock with precision and tax efficiency.

3
About Cache

How Cache secures your assets while protecting your wealth

Learn about the steps we've taken to build and maintain trust in our platform.

Cache Financials, Inc. (“Cache”) operates this website. Cache Securities LLC (“Cache Securities”) is a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). SIPC protects securities customers of its members up to $500,000, including $250,000 for claims for cash. Additional information, including an explanatory brochure, is available at www.sipc.org. Information about Cache Securities is also available through FINRA BrokerCheck at https://brokercheck.finra.org. Information about Cache Advisors is available at: https://adviserinfo.sec.gov/

Cache Securities provides brokerage services to self-directed customers, including securities lending and securities trading (sell transactions). Cache Securities does not provide investment advice, analysis, or recommendations. Clearing, execution, and settlement of securities transactions are provided by Apex Clearing Corporation, a member of FINRA and SIPC.

Cache Advisors LLC (“Cache Advisors”) is an investment adviser registered with the SEC. Registration with the SEC does not imply a certain level of skill or training. Cache Advisors is a wholly owned subsidiary of Cache Financials, Inc. Cache Advisors provides discretionary investment advisory services to certain pooled investment vehicles and managed programs, including the Cache Exchange Funds and the Cache Long Short Program, as described in its Form ADV. Advisory services are available only to U.S. residents in jurisdictions where Cache Advisors is registered.

The Cache Long Short Program is managed by Cache Advisors LLC. Assets in the program are sub-advised by Brooklyn Investment Group (“Brooklyn” or “BKLN”), an SEC-registered investment adviser that is not affiliated with Cache or its affiliates. Assets associated with the Cache Long Short Program are custodied at Charles Schwab & Co., Inc., a member of SIPC. Neither Brooklyn Investment Group nor Charles Schwab & Co., Inc. is affiliated with Cache.

Long/short investment strategies involve additional risks beyond traditional long-only strategies, including risks associated with leverage, borrowing, short selling, increased portfolio turnover, and heightened volatility. These strategies may result in losses that exceed those of more traditional investment approaches.

Any references to objectives, targets, transition plans, or tracking error estimates are based on historical assumptions and estimates and are not guarantees of future results. Actual results may differ materially. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Certain investments and strategies described on this website may be available only to investors who meet specific eligibility requirements, including accredited investor or qualified purchaser standards under applicable securities laws.

The content on this website is provided for informational and educational purposes only and does not constitute investment advice, tax advice, legal advice, or a recommendation or solicitation to buy or sell any security or investment product. The information presented does not constitute a complete description of Cache Advisors’ advisory services. Any references to investment strategies, programs, or products are general in nature. Individual circumstances vary.

Examples, illustrations, account holdings, and other information presented are for illustrative purposes only and are not indicative of actual investments or outcomes.

This website includes testimonials and endorsements from individuals identified as Clients or Advisors. Testimonials are provided by current investors in a Cache Exchange Fund (“Clients”). Endorsements are provided by financial advisors (“Advisors”) who have a business relationship with Cache and may utilize Cache products on behalf of their own clients. Unless otherwise indicated, Advisors are not investors in a Cache Exchange Fund. Certain individuals identified as “Cache Investor” are investors in Cache Financials, Inc., the parent company of Cache Advisors LLC and Cache Securities LLC. As equity holders, these individuals have a financial interest in the success of Cache and therefore have a material conflict of interest. No cash compensation was paid in exchange for providing these testimonials or endorsements. However, Clients have an investment in a Cache product, Advisors have a business relationship with Cache, and certain individuals have an ownership interest in Cache Financials, Inc., each of which creates a potential conflict of interest. Testimonials and endorsements reflect the views and experiences of the individuals at the time given and may not be representative of the experiences of other clients or advisors. Testimonials and endorsements are not a guarantee of future performance or success.

For additional important disclosures, please visit our Legal Disclosure Library. By accessing this website, you agree to be bound by Cache’s Terms of Use and Privacy Policy.

© 2026 Cache Financials, Inc. All rights reserved.
Cache Financials, Inc. – 95 Third Street, Floor 2, San Francisco, CA 94103
Cache Securities LLC – 921 Front Street, 2nd Floor, San Francisco, CA 94111