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CASHMERE

· CRD 332280 · IAPD ↗ · 310-904-9331

$16.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2025 — CASHMERE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
45
November 2024 — FORMA CASHMERE is now doing business as CASHMERE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
September 2024 — FORMA CASHMERE (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.