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Cachetech Inc.

● SEC registered since 2023CRD 327688SEC# 801-128689Logan, UT
Export (members)
Reg. AUM
$547.4M
Employees
7
Accounts
1,845
Location
Logan, UT

Cachetech Inc. assets under management

Cachetech Inc. is an SEC-registered investment adviser based in Logan, UT. The firm has been registered since 2023. It reports $547.4 million in regulatory assets under management and employs 7 people.

Cachetech Inc. owners & executives

7 reported
NameTitleOwnershipSince
Aimee Odd ControlCfoUnder 5%2025
Connor Francis Murphy ControlChief Operating OfficerUnder 5%2024
Karly Maria Rizzo ControlChief Revenue OfficerUnder 5%2025
Patrick Cormac Murphy ControlChief Executive Officer10-25%2023
Riley Stevens CrosbieOwner10-25%2023
Scott Ellingson ControlChief Legal Officer, Secretary, Chief Compliance OfficerUnder 5%2026
Steven Craig Adams ControlOwnerOver 75%2023

Frequently asked questions

How much does Cachetech Inc. manage?

Cachetech Inc. reports $547.4 million in regulatory assets under management on its Form ADV.

How many employees does Cachetech Inc. have?

Cachetech Inc. reports 7 employees.

Where is Cachetech Inc. located?

Cachetech Inc. is based in Logan, UT and has been SEC-registered since 2023.

Does Cachetech Inc. disclose fund performance?

Cachetech Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address701 S Main St, Ste 400, Logan, UT 84321
Phone435-752-1702
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK2013390
Discloses disciplinary historyNo

Regulatory AUM

$547.4M▼ 19%
Mar '25 — $671.7MApr '25 — $671.7MMay '25 — $671.7MJun '25 — $671.7MJul '25 — $671.7MAug '25 — $671.7MSep '25 — $671.7MOct '25 — $671.7MNov '25 — $671.7MDec '25 — $671.7MJan '26 — $671.7MFeb '26 — $671.7MMar '26 — $671.7MApr '26 — $547.4MMay '26 — $547.4MJun '26 — $547.4MJul '26 — $547.4MAug '26 — $547.4M
Mar '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 46%
Larger than 54% of 16,340 advisers
EmployeesTop 51%
More than 49% of 16,820 advisers

Assets under management

$547.4Mregulatory AUM
Discretionary $547.4M