Asset manager · Logan, UT
Cachetech
Cachetech Inc. · SEC-registered investment adviser · CRD 327688 · SEC 801-128689
At a glance
Cachetech is an SEC-registered investment adviser based in Logan, Utah, with $547 million in regulatory assets under management as of its Form ADV filed September 29, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,637th of 3,218 asset managers and 7,464th of 17,210 SEC-registered advisers by assets.
Main office 435-752-1702cachetech.ioLinkedInAs filed on Form ADV
- Regulatory AUM
- $547M
- Rank among asset managers
- #1,637 of 3,218
- Rank among all SEC RIAs
- #7,464 of 17,210
- Rank in Utah
- #60 of 151
- Clients
- 5
- Accounts
- 1,845
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Patrick C. MurphyChief Executive Officer
- Steven C. AdamsOwner
- Riley S. CrosbieOwner
- Connor F. MurphyChief Operating Officer
- Karly M. RizzoChief Revenue Officer
- Aimee OddCFO
- Scott EllingsonChief Legal Officer, Secretary, Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 3 | $525M | 96% |
| Pooled investment vehicles | 2 | $23M | 4% |
Private funds
Cachetech reports 2 private funds with $23M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Cachetech reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cachetech.io ↗
AtlasMembers
The full record on Cachetech
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,017 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cachetech manage?
Cachetech reports $547 million in regulatory assets under management across 1,845 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
What kind of firm is Cachetech?
Cachetech is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Cachetech’s clients?
By assets, its largest client types are other investment advisers ($525 million, 3 clients); pooled investment vehicles ($23 million, 2 clients).
Does Cachetech manage private funds?
Yes. It reports 2 private funds with $23 million in gross assets, including hedge funds.
Does Cachetech have any disciplinary history?
Cachetech reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cachetech’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →