bhargav krishna

Honored to see Cache (@usecache) featured in @WSJ's Intelligent Investor by @jasonzweigwsj. He highlights Cache’s role in the revival and modernization of exchange funds. Takeaway: “An ultraconcentrated position in a single stock becomes a low-cost, broadly diversified holding.” For anyone sitting on a large single-stock position, this is essential reading. wsj.com/finance/investing/ti…

📍Times Square! Thank you, @Nasdaq , for spotlighting our Series A. We’re grateful for the partnership to bring the first growth-oriented exchange fund to market. Historically, exchange funds were built around broad market indices. But to create one, you need stocks from every sector, including stocks from sectors that might not have appreciated. And there isn't much need for tax-efficient diversification if your stock has barely moved or lost value. The result? A structural mismatch. Holders of high-growth stocks were routinely turned away. Not because they weren’t eligible, but because the legacy model couldn’t balance them. This created a massive bottleneck, and many advisors had sworn off exchange funds. At @usecache, we saw an opportunity. If most of the market’s gains over the past two decades have come from a handful of industries… Why not build an exchange fund designed for growth? It was a simple idea. But a powerful one. With our initial model, we’ve proven two things: 1. A growth-oriented exchange fund can balance supply and demand much better, creating faster matching and diversification. 2. The market wants an exchange fund built around a growth-index like the Nasdaq-100. Thanks to the team at Nasdaq, who saw the promise early and bet on us with their support. #ExchangeFund #Nasdaq #FundraisingNews #WealthManagement -- Disclosure Cache Advisors, LLC (Cache) is an investment adviser registered with the SEC, which advises the Cache Exchange Funds. Cache Exchange Funds are alternative investments available only to accredited investors or qualified purchasers. For more information on eligibility criteria and the difference between accredited investors and qualified purchasers, please visit our website. Investors should carefully review offering materials before investing. This post is not a recommendation to purchase META or any other security. Cache does not provide investment recommendations or consider individual financial objectives; investors are responsible for determining whether an investment is suitable for their needs. For additional information and important disclosures, please visit our website. Nasdaq and Cache are unrelated entities.

99% correlation. Tight alignment with the benchmarks. Here’s how we rebuilt the exchange fund from the ground up. Just a year ago, we launched our flagship exchange fund, UNIX, benchmarked to the Nasdaq‑100. Last month, we added Bedrock, benchmarked to the S&P 500. Both funds have now achieved tight alignment with their benchmark — while continuing to onboard bi‑weekly. Historically, that was one of the challenges associated with exchange funds. Capacity was unpredictable. Tracking error was a concern. And most investors were not certain what they’d own at the end of the 7‑year hold. We have rebuilt the model. Index Sync lets us dynamically align to the Nasdaq‑100 or S&P 500 using ETFs to rebalance and prevent drift. It also lets us say “yes” to more of the stocks people actually hold. The results (as of July 31st, 2025): ✅ UNIX (Nasdaq‑100): 0.99 realized correlation, with a beta of 1.06 indicating close alignment. ✅ Bedrock (S&P 500): Exposure to 700+ stocks, spread out across all major market sectors. It’s proof that an exchange fund can be both tax‑efficient and benchmark‑precise. Full results, description of terminology,  and methodology here: usecache.com/companion/how-c… Our next close is Aug 15th. Get started on our website. Read disclosures on attached page and blog post.

We're proud to announce that the Cache Exchange Fund has surpassed $250M in assets just 8 months after launch! Our rapid growth reflects an important market need: helping professionals like you manage their concentrated stock positions. Over the last two decades, stock compensation has accelerated among Fortune 500 companies, and their stocks have also soared. This has created a situation in which most of us have a majority of our wealth tied up in one or two stocks. Concentration can build wealth (look at Nvidia’s 370x return in 10 years). But, concentration can also destroy wealth (consider the huge drawdowns that Snowflake and Crowdstrike had to endure this year). Become too concentrated, and you put your financial future in jeopardy. Diversification is the only answer, but selling to diversify could incur a huge tax bill. Enter Cache: We help you diversify your portfolio while deferring taxes. It’s called an Exchange Fund, and we are making it broadly accessible. We’re pleased that leading tech and finance executives have adopted the Cache Exchange Fund into their financial plans. If you hold 1-2 stocks that make up most of your portfolio, now's the time to finish your 2024 financial planning. Our next close is on Nov 15th. Get started on our website if you’d like to participate. usecache.com/?utm_source=twi… — Assets refer to gross AUM as of November 6th, 2024. References to large upfront tax bills are intended to illustrate clients with long-term investments in highly appreciated stocks, such as some of the components of the NASDAQ-100 Index. Each investor's tax situation will be unique, so please consult your tax advisor about your situation. Securities are distributed by Cache Securities LLC, Member FINRA/SIPC. Cache Advisors LLC is the advisor to the Cache Exchange Fund and is an Investment Advisor registered with the SEC. Registration with the SEC does not imply a certain level of skill or training. Cache Securities and Cache Advisors are affiliated and under the common control of Cache Financials, Inc. Investing involves risk. Additional product information and disclosures are located on our website and disclosed in the product offering documents.

Exchange funds have been accessible to the ultra-wealthy for generations, but 99%+ of the population has had no access or awareness. They help diversify large stock positions tax-efficiently. The tax code supports it, and authorities have acquiesced for 60+ years. There's an estimated $100B of contributions to exchange funds. @usecache is democratizing exchange funds and other products used by the ultra-wealthy and making them broadly accessible. See how we can help at usecache.com Read our profile on @Bloomberg. twtr.to/8YJ8C

If you hold a significant position in any public stock, see how @usecache could help. Learn more at usecache.com #stockoptions #rsu #fintech #wealthmanagement #IPO

If you’ve had a successful tech career, a lot of your net worth is likely tied up in the stocks of companies you’ve worked for. Navigating that situation can feel like a no-win situation. You’ve probably lived through a gut-wrenching roller-coaster ride of the stock price, or balked at how expensive the tax bill to diversify can be. I’ve lived through that too. It’s not a new problem. And the private wealth industry has had sophisticated products for it. It was just inaccessible to most of us… We’ve been working away at this problem in stealth for two years, and we are finally ready to talk about it. Introducing Cache, the first brokerage dedicated to managing large stock positions. With Cache, you can: • Exchange your stock for a diversified portfolio without a giant tax bill • Earn passive income on the stocks you choose to hold, and • Borrow against your stocks at rates typically lower than a mortgage loan We are bringing these products directly to you. Over the last two months, we’ve connected with hundreds of individuals and wealth management firms, and we’re encouraged by the overwhelming support! As we start our first operational exchange fund, we are opening up Cache on our social media channels. Check it out and register your interest - we’ll be in touch! If you think your network would benefit from this, please share this post! usecache.com/?invited_by=sri…