AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.1 |
Non-Discretionary | $0.0 |
Total | $1.1 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.1 |
Institutional | $0.0 |
Total | $1.1 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
LIGHT STREET BEACON GP I, LLC | $0.0 | - | |
LIGHT STREET BEACON GP II, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
Name | Title |
---|---|
KACHER, GLEN, THOMAS | CHIEF INVESTMENT OFFICER / FOUNDER, TRUSTEE OF KACHER REVOCABLE TRUST |
ROBINS, THEO, JEREMY | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL |
KACHER, AMY, WARDWELL | TRUSTEE OF KACHER REVOCABLE TRUST |
WENZELL, ROBERT, MICHAEL | CHIEF FINANCIAL OFFICER |
LYNCH, GEORGE, WILLIAM | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $1.1 | $0.0 | 0% | 14 | 0 | 0% |
2025-04-21 | $1.1 | $0.0 | 0% | 14 | 0 | 0% |
2024-04-02 | $0.8 | $0.3 | 38% | 13 | 1 | 8% |
2023-04-04 | $0.9 | $0.3 | 31% | 15 | -1 | -7% |
2022-04-01 | $2.6 | -$1.5 | -57% | 30 | -16 | -53% |
2021-04-05 | $4.4 | -$3.3 | -74% | 29 | -15 | -52% |
2020-04-01 | $2.5 | -$1.3 | -54% | 29 | -15 | -52% |
2019-04-01 | $2.1 | -$1.0 | -47% | 33 | -19 | -58% |
2018-04-02 | $1.5 | -$0.4 | -25% | 29 | -15 | -52% |
2017-04-01 | $1.2 | -$0.1 | -6% | 17 | -3 | -18% |
2016-04-01 | $1.2 | -$0.1 | -8% | 15 | -1 | -7% |
2015-04-01 | $1.1 | $0.0 | 0% | 11 | 3 | 27% |
2014-04-01 | $0.7 | $0.4 | 53% | 9 | 5 | 56% |
2013-04-01 | $0.3 | $0.9 | 347% | 5 | 9 | 180% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, CA-03/27/2025 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV