Data / Investment advisers / Utah / Cachetech
Cachetech, Logan, UT: $547 million AUM, SEC registered investment adviser
Cachetech is an SEC registered investment adviser with its main office in Logan, Utah and reports $547 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include other investment advisers and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 327688
- SEC file number
- 801-128689
- SEC status
- Approved, effective September 8, 2023
- Legal name
- Cachetech Inc.
- Main office
- 701 S Main St Ste 400, Logan, UT 84321
- Phone
- (435) 752-1702
- Regulatory AUM
- $547,391,993 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $547,391,993
- Accounts
- 1,845
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $22,707,383
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 3 | $524.7 million |
| Pooled investment vehicles | 2 | $22.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $547.4 million | April 15, 2026 |
| December 1, 2025 | $671.7 million | June 24, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adams Wealth Advisors | Logan | $565.8 million | 12 | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | Not listed | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | Not listed | adviserinfo.sec.gov |
| Alliance Wealth Advisors, LLC | Centerville | $552 million | Not listed | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | Not listed | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
| Navigate Private Wealth, LLC | Draper | $529.2 million | Not listed | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | $528.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cachetech on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.