ELEVATING OUR FAMILY'S INVESTMENT JOURNEY
OUR STORY BEGINS HERE
Our Vision,
Pelican Capital Partners is a single family office committed to providing top-tier asset management, financial planning, investment advisement, and wealth preservation services. Our goal is to optimize your financial future through personalized solutions and expert guidance.
About the Family Office
"In Medieval Europe, the Pelican was believed to pierce its own breast to feed its young with its blood during times of scarcity."
'The Pelican in Her Piety', an allegory popularized by St. Augustine (c. 354–430 AD)
Pelican Capital Partners LLC was established in 2025 to manage the assets of family members and their descendants in perpetuity. In medieval lore, the pelican was a symbol of ultimate devotion—a bird said to nourish its young at its own expense during times of famine. At Pelican Capital Partners, we believe this myth perfectly captures the essence of stewardship. We view capital not merely as a tool for immediate gain, but as the lifeblood of a family’s future.​​​
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Our mission is to manage and invest family assets so that future generations may thrive without the need for sacrifice. By blending strategic investment advisory—including cash management, portfolio construction, and estate planning—with comprehensive financial education, we equip our partners to build a legacy that transcends their own lifetime.
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In 2028, we will launch the Pelican Capital Partnership Program, creating a pathway for clients to co-invest in absentee small businesses and real estate across the U.S. and the Dominican Republic. At Pelican Capital, we believe true stewardship involves uplifting the communities where we operate. To that end, we proudly sponsor financial literacy initiatives in working-class neighborhoods, partnering with schools and churches to equip the next generation with the tools for economic independence.
Investment Philosophy
Our investment mandate is to grow client assets at a rate above inflation by building long term, diversified ETF portfolios across asset classes and geographies.
Liquidity Management
Portfolio Construction
Retirement & Estate Planning
Strategic Liquidity Management: We proactively manage liquidity to ensure your family is well-positioned to meet its investment objectives and participate in the Partnership Program. To maintain sufficient liquidity, we typically recommend a strategic cash cushion of 15–20% of the total portfolio value.
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Optimized Cash Reserves: Wealth should never remain idle. We assist our clients in capturing 3.75–5% interest on liquid reserves through a combination of FDIC-insured high-yield savings accounts and money market funds, ensuring liquid assets grow at a rate above inflation while remaining easily accessible.
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Milestone Planning: A family's legacy is built through life’s most significant moments. We provide tailored cash-flow modeling for your family’s major transitions—from purchasing homes, weddings, child-planning, etc.
Targeted Investment Performance: We guide clients in constructing disciplined equity portfolios designed to seek an average annual return of 8–12% over long periods of time. Our approach prioritizes steady, long term compounding as the primary engine for growing generational wealth.
Global Diversification: Pelican Capital Partners designs sophisticated, globally diversified ETF portfolios. We tailor each portfolio to the specific investment objectives, risk profile, and time horizon of each individual family client.
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Strategic Risk Management: Our portfolios are engineered to outpace long-term inflation and preserve capital through every market cycle—from bull markets to recessions. Pelican Capital Partners does not invest in speculative assets, ensuring your legacy is built on a foundation of proven value.
Comprehensive Retirement Planning: We help our clients open up Traditional and Roth Individual Retirement Accounts. By maximizing these tax-advantaged accounts, we ensure that family clients have a robust "nest egg" of assets upon retirement.
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Investment Accounts for Children: True stewardship begins with the next generation. We facilitate the opening and ongoing management of Custodial accounts (UTMA/UGMA) and 529 College Savings plans. These accounts are designed to provide clients' children with a significant head start in early adulthood, creating a reservoir of capital for educational and early-career opportunities.
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Strategic Estate Planning: We help our clients develop comprehensive estate plans designed to transfer wealth to their children efficiently while minimizing taxes.
About our Team
​The endurance of a family’s legacy depends entirely on the caliber of its guardians. At Pelican Capital Partners, we believe that providing stewardship in perpetuity requires more than just technical skill; it requires a rare alignment of intellectual rigor and moral character. We are committed to recruiting the industry’s most principled advisors—individuals who pair elite human insight with a profound sense of duty. This ensures our clients receive the sophisticated, high-touch guidance necessary to navigate the complexities of managing wealth across generations.
Founder | Portfolio Manager
Kaiser Garcia
Kaiser is the Founder of Pelican Capital Partners, where he currently serves as the lead Portfolio Manager. He oversees the firm’s investment infrastructure, quarterly reporting, and investment advisory services for family clients. As a key member of the Investment Committee, he also leads the sourcing of small business and real estate opportunities for the Pelican Capital Partnership Program. Kaiser is an investment professional with experience across portfolio management and multi-asset due diligence. He has supported the management of ~$2 billion in assets for ultra-high-net-worth families, endowments, and foundations, contributing to investment decisions across public markets, alternatives, private equity, and real assets. He is a passionate advocate for financial literacy education, hosting financial literacy discussions to Prep for Prep high school students for over 5 years. Kaiser graduated from Williams College with a double major in Economics and History. Outside of the office, he is a Muay Thai practitioner and an avid traveler who cherishes time with his family.
Portfolio Management Intern
Leonardo Lantingua
Leo is a portfolio management intern at Pelican Capital Partners, where he supports the portfolio management process through quarterly reporting and making strategic investment recommendations. Leo has refined his equity research and analytical skills through internships in private wealth management and private equity. Currently, he is a student at Cornell University’s SC Johnson School of Business, where he's pursuing a Bachelors degree in Economics. He is a highly active member of the campus community, participating in BlackGen Capital, the National Society of Minorities in Hospitality, and the Black Ivy Pre-law Society. An alumnus of both Poly Prep Country Day School and Prep for Prep, Leo is a passionate admirer of fine art and an avid soccer enthusiast.
OUR INVESTMENT IMPACT
By the Numbers
Total Assets Under Management
~$3M
Pelican Capital Partners currently manages ~$3,000,000 in assets on behalf of family clients.
Number of Families Served
+4 Families
We currently serve one family across four branch families, stewarding their capital with the singular goal of building enduring, generational wealth. By aligning our interests with theirs, we ensure that every investment decision serves as the foundation for their family’s future.
1 YR Average Return
+8% — 19%
Over the past twelve months, our client portfolios achieved returns ranging from
+8%–19%. This variance is a direct reflection of our commitment to building custom investment portfolios for each client.
Number of Students Educated
