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Forma Cashmere LLC

● SEC registered since 2024CRD 332280SEC# 801-130938
Export (members)
Reg. AUM
$16.1M
Employees
5
Accounts
1
Location

Forma Cashmere LLC assets under management

Forma Cashmere LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $16.1 million in regulatory assets under management and employs 5 people.

Forma Cashmere LLC owners & executives

6 reported
NameTitleOwnershipSince
Ari Meyer Schottenstein ControlPartner10-25%2024
Bruce Popko ControlPartner10-25%2024
Elia Infascelli ControlChief Executive Officer, Partner25-50%2024
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Frequently asked questions

How much does Forma Cashmere LLC manage?

Forma Cashmere LLC reports $16.1 million in regulatory assets under management on its Form ADV.

How many employees does Forma Cashmere LLC have?

Forma Cashmere LLC reports 5 employees.

Does Forma Cashmere LLC disclose fund performance?

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

Contact & registration

Phone310-904-9331
Office hours9:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$16.1M▲ 7%
Mar '25 — $15.1MApr '25 — $15.1MMay '25 — $15.1MJun '25 — $15.1MJul '25 — $15.1MAug '25 — $15.1MSep '25 — $15.1MOct '25 — $15.1MNov '25 — $15.1MDec '25 — $15.1MJan '26 — $15.1MFeb '26 — $15.1MMar '26 — $16.1MApr '26 — $16.1MMay '26 — $16.1MJun '26 — $16.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$16.1Mregulatory AUM
Discretionary $16.1M