Standish Capital Management, LLC
RIASEC Registered
Total AUM
$5
Discretionary
$5
100% of AUM
Avg account
$5
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334325
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Standish Capital Management, LLC is organized as a limited liability company and is individually owned. The firm provides portfolio management services aimed at individual investors and small businesses and charges fees as a percentage of assets under management. Its regulatory filing does not report an SEC registration year. Standish does not identify as an active ESG investor, is not designated as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Pavan Neti
CIOCRD 5700053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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