What We Do
What We Do
Tax-Aware Investing. Institutional Access. Independent Advice.
Our Approach
Endowment Investing, Redesigned for Taxable Investors
Dishmi Capital adapts the endowment model for taxable investors, with a relentless focus on three things: after-tax returns, true diversification, and appropriate liquidity. Every allocation, every strategy, every decision is made through this lens.
The industry was built for old money. Private equity capital flooding into RIAs has only deepened conflicts of interest at banks, wirehouses, and broker-dealers. World-class, independent multi-family offices built for legacy creation are nearly impossible to find. So we built one.
Three Things We Never Compromise On
Tax Alpha
Every decision is made with taxes in mind. We boost returns by systematically reducing tax drag — not just at year-end, but as a core part of how we invest.
Through long/short tax-loss harvesting and trader hedge fund allocations, we've helped clients achieve meaningful tax savings. In one illustrative scenario, combining an $8.5M long/short TLH core allocation with a $2M trader hedge fund allocation on $10M of long-term capital gains reduced total taxes from $2.6M to approximately $621K — a potential annual tax savings of nearly $2M, representing 18.9% of the total investment.
Endowment-Style Diversification
Your wealth shouldn't be hostage to any single market, sector, or asset class. We construct portfolios across public equities, alternatives, private markets, and tactical opportunities — the same multi-asset approach that powers the world's best endowments, adapted for your tax situation and liquidity needs.
Endowment strategies ignore taxes — ours don't. We take the endowment model and tailor it for taxable investors, focusing on after-tax alpha that builds real wealth.
Exclusive Alternative
Access
We provide access to private deals, emerging manager seeding, and special situations — investments unavailable through traditional channels.
Including:
- Private deals in high-growth companies
- Seeding emerging managers
- Special situations and tactical opportunities
Specialized Expertise
Single Stock Risk Management
Dishmi Capital designs customized de-risking plans that weigh every dimension: exposure to drawdown, tax implications, liquidity constraints, diversification goals, and timeline.
What We Offer
Comprehensive Wealth Solutions
Portfolio Management
Customized portfolios built using institutional frameworks, tailored to your risk tolerance, tax situation, and long-term goals.
Investment Planning
Forward-looking strategies designed around liquidity events, equity compensation, business sales, and retirement milestones.
Wealth Advisory
Holistic guidance across complex financial situations — from business transitions to inter-generational wealth transfer and estate planning.
Tax Optimization
Systematic tax-loss harvesting, long/short strategies, and after-tax return optimization that compound your advantage over time.
Alternative Investments
Access to private markets, emerging manager seeding, and special situations unavailable through traditional brokerage channels.
Risk Management
Institutional hedging tools and concentration risk frameworks to protect downside exposure without sacrificing long-term upside.