{"id":2761,"date":"2026-05-08T03:54:00","date_gmt":"2026-05-08T01:54:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=2f065a82a54df324b348193560ddb09c"},"modified":"2026-05-08T03:54:00","modified_gmt":"2026-05-08T01:54:00","slug":"cache-crosses-1-5-billion-in-assets-opens-summer-aperture-and-launches-new-fund-for-accredited-investors","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=2761","title":{"rendered":"Cache Crosses $1.5 Billion in Assets, Opens Summer Aperture, and Launches New Fund for Accredited Investors"},"content":{"rendered":"<p>SAN FRANCISCO--(BUSINESS WIRE)--Cache announced that it has surpassed $1.5 billion in platform assets, just 25 months after it launched the Cache Exchange Fund. The company also opened its Summer Aperture enrollment window and introduced Cobol, a new exchange fund for accredited investors, scheduled to launch on July 1, 2026.<\/p><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260507226270\/en\/2799104\/4\/Cache_logo_white.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260507226270\/en\/2799104\/22\/Cache_logo_white.jpg\" \/><\/a><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260507226270\/en\/2799104\/4\/Cache_logo_white.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260507226270\/en\/2799104\/21\/Cache_logo_white.jpg\" \/><\/a><p>\nThe milestone reflects accelerating demand from investors managing large, concentrated stock positions. Over the past four months, Cache has added more assets than in its entire first year.<\/p><p>\n\u201cFor years, concentrated stock meant mainly two choices: hold or sell,\u201d said Srikanth Narayan, founder and CEO of Cache. \u201cCrossing $1.5 billion in 25 months shows that investors were eager for a better choice.\u201d<\/p><p>\n<b>Summer Aperture: expanded capacity for concentrated positions<\/b><\/p><p>\nCache\u2019s Aperture closes are coordinated enrollment windows across its Flagship funds, designed to expand capacity, including high-demand stocks often constrained in traditional exchange funds.<\/p><p>\nThrough Summer Aperture, investors can contribute to Cache\u2019s three Flagship funds:<\/p><ul class=\"bwlistdisc\">\n<li>\n<b>UNIX<\/b>, benchmarked to the Nasdaq-100<\/li>\n<li>\n<b>Bedrock<\/b>, benchmarked to the S&amp;P 500<\/li>\n<li>\n<b>Mosaic<\/b>, benchmarked to the S&amp;P 500 Growth<\/li>\n<\/ul><p>\nEnrollment is currently open. The deadline to initiate a stock transfer is July 1, ahead of the July 15 close.<\/p><p>\n<b>$1.5 billion in 25 months<\/b><\/p><p>\nCache\u2019s growth to $1.5 billion in assets comes just two years after its 2024 launch. The platform has added more assets in the past four months than in its entire first year, driven by demand from professionals and executives seeking to reduce concentration risk without triggering immediate taxes.<\/p><p>\nToday, Cache\u2019s platform includes assets across exchange funds, tax-aware long\/short, collar advance, and stock lending strategies.<\/p><p>\n<b>Cobol: expanding access to exchange funds<\/b><\/p><p>\nCache also announced the launch of <b>Cobol<\/b>, a new exchange fund available to accredited investors with a $100,000 minimum investment.<\/p><p>\nCobol benchmarks to the S&amp;P 500 Growth Index, the same index used by Cache\u2019s Flagship fund Mosaic, and is designed to extend exchange fund access beyond Qualified Purchasers.<\/p><p>\nEnrollments are currently open, and the initial close for the fund is scheduled for July 1.<\/p><p>\n<b>Cache Tax-Aware Long\/Short<\/b><\/p><p>\nCobol follows the recent introduction of <a  href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fusecache.com%2Fproduct%2Flong-short&amp;esheet=54531724&amp;newsitemid=20260507226270&amp;lan=en-US&amp;anchor=Cache+Long%2FShort&amp;index=1&amp;md5=5fa1b5ecd9ac2839c0717e1a3b71e121\" rel=\"nofollow\" shape=\"rect\">Cache Long\/Short<\/a> \u2014 another important tool in the toolkit for a concentrated stockholder.<\/p><p>\nThe strategy is a separately managed account that works by harvesting losses across leveraged long and short overlays, helping concentrated stockholders diversify gradually. Together, these tools expand the range of options available to investors managing concentrated stock positions. Investors can use this strategy alongside an exchange fund.<\/p><p>\nSince launch, the program has seen strong demand from hundreds of investors and continues to onboard new participants.<\/p><p>\n<b>About Cache<\/b><\/p><p>\nCache is a San Francisco\u2013based brokerage platform purpose-built for managing large, concentrated stock positions. Learn more at <a  href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fusecache.com&amp;esheet=54531724&amp;newsitemid=20260507226270&amp;lan=en-US&amp;anchor=usecache.com&amp;index=2&amp;md5=ac1a826b53957d0e3ecbfe38a9e10ab3\" rel=\"nofollow\" shape=\"rect\"><b>usecache.com<\/b><\/a>.<\/p><p>\n<b>Disclosures<\/b><\/p><p>\n\u201cCache\" 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.<\/p><p>\nCache Exchange Fund \u2013 Cobol, LLC anticipates accepting investors on July 1, 2026 is open to Accredited Investors only. Investments are not accepted until an offering document is accepted Cache Flagship Funds (Mosaic, UNIX, Bedrock) are open to Qualified Purchasers only.<\/p><p>\nExchange Funds are alternative investments involving long-term risk, limited liquidity, and higher fees than traditional investments. Exchange Funds defer \u2014 but do not eliminate \u2014 tax obligations. Past performance is not indicative of future results. Diversification does not ensure profits or prevent losses.<\/p><p>\nThe Cache Long Short Program is sub-advised by Brooklyn Investment Group, an unaffiliated SEC-registered investment adviser, with assets custodied at Charles Schwab &amp; Co., Inc. (Member SIPC). Long\/short strategies involve additional risks including leverage, short selling, and heightened volatility. Pipeline figures reflect indicated interest, not assets under management.<\/p><p>\nTotal 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 April 29, 2026.<\/p><p>\nS&amp;P 500 Growth, S&amp;P 500, and Nasdaq-100 are unmanaged indices; investments cannot be made directly in an index.<\/p><br\/> <b>Contacts<\/b> <br\/><p>\n<a  href=\"mailto:marketing@usecache.com\" rel=\"nofollow\" shape=\"rect\">marketing@usecache.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>SAN FRANCISCO&#8211;(BUSINESS WIRE)&#8211;Cache announced that it has surpassed $1.5 billion in platform assets, just 25 months after it launched the Cache Exchange Fund. The company also opened its Summer Aperture enrollment window and introduced Cobol, a new e&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2761","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/2761","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2761"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/2761\/revisions"}],"predecessor-version":[{"id":2762,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/2761\/revisions\/2762"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2761"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2761"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}