Cache announced today that it has surpassed $2 billion in assets on its platform, 28 months after launching the Cache Exchange Fund. The company reached its first billion in 21 months. The second arrived in about 7 months.
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Cache has surpassed $2 billion in assets on its platform, 28 months after launching the Cache Exchange Fund. The company reached its first billion in 21 months. The second arrived in about 7 months.
The milestone reflects accelerating demand from investors managing large, concentrated stock positions.
Cache launched with a single exchange fund in 2024. Since then, it has grown into a broader concentrated-stock platform spanning exchange funds benchmarked to major market indices, tax-aware long/short, and stock-based liquidity solutions. Each is designed for a different decision a concentrated stockholder may face.
The accelerated adoption is also a milestone of trust, and Cache is built with asset safety in mind. Exchange-fund assets are custodied at BNY Mellon, administered by an independent admin, and audited annually. Long/Short assets are custodied at Charles Schwab.
“The milestone represents incredible platform growth, but more importantly, it is a trust milestone,” said Srikanth Narayan, founder and CEO of Cache. “Concentrated stock often represents years of someone’s work and conviction. Investors are asking us to help with one of the most consequential decisions in their financial lives. Our responsibility is to widen access to these strategies and pair it with the infrastructure, transparency, and discipline those decisions deserve.”
Over the next year, Cache expects to expand its platform with additional solutions for concentrated stockholders, helping them diversify, hedge, or access liquidity without forcing an immediate sale.
About Cache
Cache is a San Francisco–based wealth platform built to manage large, concentrated stock positions. Learn more at usecache.com.
Disclosures
“Cache” refers to Cache Financials, Inc., the parent company of Cache Securities LLC (member FINRA/SIPC) and Cache Advisors LLC (SEC-registered investment adviser). Registration does not imply a certain level of skill or training.
Cache Flagship Funds (Mosaic, UNIX, Bedrock) are open to Qualified Purchasers only. Cache Exchange Fund – Cobol, LLC is open to Accredited Investors only.
Exchange Funds are alternative investments involving long-term risk, limited liquidity, and higher fees than traditional investments. Exchange Funds defer, but do not eliminate, tax obligations. Past performance is not indicative of future results. Diversification does not ensure profits or prevent losses.
The Cache Long Short Program is sub-advised by Brooklyn Indexing, an unaffiliated SEC-registered investment adviser and a brand name of Nuveen Asset Management, LLC, with assets custodied at Charles Schwab & Co., Inc. (Member SIPC). Long/short strategies involve additional risks including leverage, short selling, and heightened volatility.
Total assets include gross Exchange Fund assets, pending contributions, platform assets, and Collar Advance transactions. Pending contributions and Collar Advance assets are not managed by Cache. Data as of August 4, 2026.
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