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Standish Capital Management
Standish Management is an SEC-registered investment adviser with approximately $5 in regulatory assets under management. The firm has one employee and one...
Standish Capital Management
Standish Management is an SEC-registered investment adviser with approximately $5 in regulatory assets under management. The firm has one employee and one investment adviser. It operates with a team of two.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Pavan Neti
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who controls investment decisions at Standish Capital Management?
Pavan Neti serves as Founder and Chief Investment Officer and is responsible for the firm's systematic momentum strategy. He invests his own capital under the same rules as every client (per the firm's website).
How does Standish manage client assets differently from a typical RIA?
Standish manages portfolios held directly in each client's own Charles Schwab account. Assets are never pooled or commingled, and the firm cannot move funds out of the account. Clients retain full legal control over their capital at all times (per the firm's website).
What investment approach does Standish use?
Standish employs a systematic, rules-based momentum strategy. It does not rely on market timing, discretionary stock picking, or narrative-driven decisions. The firm states that capital preservation is its primary objective.
Does Standish require a minimum commitment or lock-up period?
The firm does not impose lock-ups. Client capital remains accessible at all times, and the process is designed for full transparency and liquidity (per the firm's website).
What types of clients does Standish serve?
Standish works with three client segments: private individuals, businesses managing cash reserves, and institutions and nonprofits. Each segment receives portfolio management implemented through the same systematic framework (per the firm's website).
Can clients see what the firm is doing in real time?
Yes. Every position and trade executed in a client's account is visible to the client in real time through the Schwab platform. Standish describes this as full transparency (per the firm's website).
Is Standish Capital Management a family office?
No. Standish is a registered investment advisor offering systematic portfolio management to multiple client types. It does not describe itself as a family office and has no disclosed affiliation with a single family's wealth.
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