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Dishmi Capital, LLC

Dishmi Capital, LLC. CRD 336392

Dishmi Capital, LLC logo

CRD: 336392

Dishmi Capital, LLC

Pasadena, CA, 91101
3238355560
www.dishmicap.com
$215.1M Total AUM
$215.1M Disc. AUM
-- 3Y CAGR
4 Employees
76 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
04-01-2025
Office Locations
2

Office Locations

251 South Lake AVE Suite 800 Pasadena CA
-- Washington DC

About Dishmi Capital, LLC

Dishmi Capital, LLC is a Pasadena, CA registered investment adviser providing portfolio management and financial planning for retail clients, with a focus on entrepreneurs. The firm builds primarily ETF-based portfolios alongside mutual funds/index strategies and offers insurance-related planning as needed. Custody is maintained with Charles Schwab and Fidelity/NFS.

Team overview

44 AVG AGE
$107.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
0.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Wave Summit

Client Personas

Radial momentum

Investment Themes

Catalyst Radial zenith Atlas catalyst

Investment Vehicles

Vertex legacy Signal

Services

Zenith radial Vertex Prime zenith Ember harbor Value beacon

Owner & Executives

M

MICHAEL HOI-MING CHEUNG

Investment Advisor, Managing Member, Managing Partner

CRD
#5683262
Ownership
50% but less than 75%
(826) 943-1954
north.capital@vitalcapital.com
in linkedin.com/in/fusion-zenith
S

SHANG CHOU

Managing Partner

CRD
#5550638
Ownership
50% but less than 75%
(860) 558-9965
delta.optima@beaconcapital.com
in linkedin.com/in/matrix-glacier
L

Legacy beacon

Catalyst vector wave

CRD
#74872
Ownership
3.6%
(305) 852-2603
prime.eagle@vertexcapital.com
in linkedin.com/in/matrix-horizon

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Contacts

J

JOSHUA ALAN BENSON

--

CRD
#4852775
(629) 865-9776
crest.glacier@optimacapital.com
in linkedin.com/in/momentum-catalyst
Veronika O Lysyanska

Veronika O Lysyanska

Senior Registered Client Associate

CRD
#6831434
(801) 808-4534
bridge.north@harborcapital.com
in linkedin.com/in/insight-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $215,077,959 $1,344,237
Non-Discretionary $0 --
Total $215,077,959 $1,344,237

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Separately Managed Accounts

Total SMA Asset: $215,077,959

$215.1M Total SMA
Equity - Exchange:
14.2%
Public Funds:
28.5%
Private Funds:
28.8%
Derivatives:
17.3%
Cash:
11.2%
Asset class Assets Assets %
Equity - Exchange $774,903,105 14.2%
Public Funds $1,555,263,274 28.5%
Private Funds $1,571,634,467 28.8%
Derivatives $944,072,093 17.3%
Cash $611,191,182 11.2%
Total $5,457,064,121 100.0%

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