Firm profile

DISHMI CAPITAL, LLC

PASADENA, CACRD 336392Latest ADV March 25, 2026

Dishmi Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 25, 2026, reports $215M in regulatory assets under management, 4 employees, 1 office, and 160 accounts.

Assets Under Management
$215M
Employees
4
Offices
1 office
Total Clients
76
Primary office
PASADENA, CA
251 SOUTH LAKE AVE, SUITE 800, PASADENA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJessica N. Clark

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
76

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$215Mas of March 25, 2026
Discretionary100.0%
$215M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$215M
Total Accounts160
10Y AUM Change+$215M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee19:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.