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| Keyboard |
| Dishmi Capital LLC
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|
|---|---|
| CRD # | 336392 |
| SEC # | 801-132899 |
| CIK # | |
| AUM | 215.1 M (2026-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 323-835-5560 |
| Address | 251 South Lake Ave Pasadena, CA 91101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 76 | 215.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 215.1 |
| By Discretionary | ||
| Discretionary | 160 | 215.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 215.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.1 | |
| Total | 160 | 215.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kennedy Wealth & Tax Management LLC
✚
|
CT | 215.5 M |
|
Levin Funding Group LLC
✚
|
AZ | 215.4 M |
|
Values First Advisors Inc
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|
TN | 215.4 M |
|
Garton and Associates Financial Advisors LLC
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|
KY | 215.4 M |
|
Illumine Investment Management LLC
✚
|
WA | 215.2 M |
|
Consilium LLC
✚
|
CO | 215.0 M |
|
Florian Financial Group LLC
✚
|
NY | 215.0 M |
|
Broadway Advisor Group
✚
|
NY | 214.9 M |
|
Kinwell LLC
✚
|
SC | 214.7 M |
|
Downshift Financial LLC
✚
|
214.7 M |