Shanti Capital LLC
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About
Shanti Capital LLC provides discretionary investment management primarily to high‑net‑worth individuals, focusing on portfolios of global equities. The firm’s brochure reports it manages client assets on a discretionary basis and targets individualized portfolio construction for long‑term growth and cash‑flow potential.
The firm’s investment approach emphasizes intensive fundamental research to identify undervalued companies with sustainable competitive advantages, concentrating holdings in a small number of long‑term equity opportunities and applying a sell discipline tied to price targets or significant changes in fundamentals. The stated strategy includes exposure to small‑cap healthcare and biotech names and non‑U.S. equities, with ongoing monitoring to address the higher volatility, illiquidity and event‑specific risks associated with those sectors.
Compared with peers in this regulatory category, the firm is operated by a single portfolio manager and explicitly serves high‑net‑worth individuals with portfolio management services—features that are statistically uncommon for firms with no active advisors. The brochure also highlights several atypical operational details for a small adviser, including a formal code of ethics with specified personal trading windows, memberships in professional analyst organizations, and an approach that forgoes custody while retaining proxy voting authority.
Client services
Expertise
Main office
Lincoln MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
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Business activities & affiliations
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
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