S
$5 Total AUM
$5 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2025
- Office Locations
- 1
Office Locations
-- Watertown MA
About Standish Capital Management, LLC
Standish Capital Management is a registered investment advisor providing fiduciary wealth management and financial planning with disciplined, risk-focused portfolio management built on systematic momentum strategies. It supports both full-service clients through its Wealth Partnership offering and self-directed investors via Momentum Insights, a daily market posture and leadership snapshot. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$5 AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
P
PAVAN K NETI
Chief Investment Officer
- CRD
- #5700053
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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