To participate in Cache’s Select Fund Series, which includes funds benchmarked to the Nasdaq-100, S&P 500, and S&P 500 Growth, investors must meet the following eligibility requirements:
Being a Qualified Purchaser, as defined under the Investment Company Act of 1940 (generally $5M+ in investable assets for individuals)
Contributing qualifying, appreciated stock positions that meet minimum size and liquidity thresholds
Additional considerations apply based on fund capacity, contribution timing, and Index Sync rebalancing eligibility.