Forma Cashmere Llc
- Regulatory AUM
- $16.1M
- Discretionary
- $16.1M
- Clients
- 1
- Avg AUM / client
- $16.1M
- Accounts
- 1
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $16.1M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ewasko, Jason, Michael | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Feine, Joshua, Adam | Partner | Jul 2024 (2y) | 10% – 25% | |
| Infascelli, Elia | Chief Executive Officer, Partner | Jul 2024 (2y) | 25% – 50% | |
| Owen, Mary, Mc Lean | Head Of Strategy, Partner | Jul 2024 (2y) | 10% – 25% | |
| Popko, Bruce | Partner | Jul 2024 (2y) | 10% – 25% | |
| Schottenstein, Ari, Meyer | Partner | Jul 2024 (2y) | 10% – 25% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗