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Dishmi Capital, LLC
Multifamily office listing in Pasadena, California, United States.
- SEC-registered
- Regulatory AUM
- $215 million
- Employees
- 4
- Clients
- 0
- Published minimum
- $1,000,000
Dishmi describes itself as an independent multi-family office serving individuals, entrepreneurs, business owners, and multigenerational families through portfolio management and wealth advisory.2
Overview
Dishmi Capital, LLC is an SEC-registered investment adviser. The SEC’s Investment Adviser Public Disclosure database lists its registration as approved effective May 30, 2025.1
History
Shang Chou and Michael Cheung are identified as Co-Founders and Managing Partners. Dishmi says their professional backgrounds include Goldman Sachs, J.P. Morgan, PIMCO, Credit Suisse, and asset-management entrepreneurship.2
Leadership
Shang Chou and Michael Cheung are Co-Founders and Managing Partners of Dishmi Capital.2
Services
Dishmi provides wrap comprehensive portfolio management. Its process includes understanding each client’s financial situation, resources, objectives, and risk tolerance. Clients may select discretionary or non-discretionary management under their advisory agreement.3
Dishmi describes its broader multi-family office offering as including portfolio management, investment planning, wealth advisory, tax optimization, alternative investments, and risk management.2
Dishmi states that its advice is not restricted to limited types of products or investments. Portfolios are monitored at least annually, rebalanced when needed, and discussed with clients at least annually.3
What the firm offers
- Investment management
- Tax planning
- Risk and insurance
- Private and alternative investments
Client Focus
Dishmi describes its focus as serving individuals, entrepreneurs, business owners, and multigenerational families.2
Approach
Dishmi describes an investment approach grounded in institutional frameworks, long-term discipline, tax efficiency, risk management, transparent execution, and regular reporting.2
Assets and Minimums
Dishmi requires a minimum household account balance of $1,000,000 for wrap comprehensive portfolio management. Its maximum annual wrap comprehensive portfolio management fee is 1.50%, applied monthly to account assets, and fees are negotiable.3
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2025 | $144 million | $144 million | $0 |
| 2026 | $215 million | $215 million | $0 |
| Year | Average AUM per client |
|---|---|
| 2025 | $3 million |
| 2026 | $3 million |
| Year | Employees |
|---|---|
| 2025 | 3 |
| 2026 | 4 |
Ranks #21 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 336392. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
Is Dishmi Capital registered?
Yes. Dishmi Capital, LLC is listed as an SEC-registered investment adviser, with registration approved effective May 30, 2025.1
What services does Dishmi provide?
Dishmi provides wrap comprehensive portfolio management. It also describes services including investment planning, wealth advisory, tax optimization, alternative investments, and risk management.2
What is the minimum account balance?
The firm states that wrap comprehensive portfolio management requires a minimum household account balance of $1,000,000.3
Related resources
- LocationMultifamily offices in California
This California directory helps families and business owners compare multi-family office options by location and stated services. It can provide a starting point for assessing how firms offering investment management, tax planning, insurance guidance, or alternative investments may fit a household's needs.
- Network siteCapitalGainsTax.com
CapitalGainsTax.com explains capital gains tax rules and planning approaches that may matter when reviewing portfolio management or private investment strategies. Its guides can help business owners and families prepare questions about taxable sales, concentrated holdings, charitable giving, and timing decisions.
- Network siteFamilyBusinesses.com
FamilyBusinesses.com offers a directory and playbooks focused on family-owned companies. Owners considering a multi-family office can use these materials to frame questions about succession, liquidity, tax planning, risk coverage, and how personal wealth connects with the operating business.
- GuideHow multifamily offices invest
This MultifamilyOffices.com guide describes common ways multi-family offices allocate assets across public markets, private investments, real estate, and other strategies. Readers can use it to discuss portfolio construction, risk tolerance, liquidity needs, and the role of alternative investments in a family wealth plan.
- Similar firmsAG Asset Advisory, LLC
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Catalyst Family OfficeThese profiles offer additional points of comparison for readers reviewing firms with related advisory models. AG Asset Advisory, Andina Capital Management, and Catalyst Family Office can help a family or business owner compare stated services, client focus, investment approaches, and the questions to ask during an initial review.
Sources
- SEC Investment Adviser Public Disclosure: Dishmi Capital, LLC
- Dishmi Capital website
- Dishmi Capital Form CRS
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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