J. Mangone Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 157055
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.22%
- Individuals8.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
J. Mangone Capital Management LLC is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management rather than financial planning or pension consulting. It is not positioned as a capital allocator or a multi-state or ESG-focused adviser; the practice appears to be a single-adviser, owner-run RIA focusing on direct portfolio management for a limited client set.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities51%
- State & Local Bonds38%
- Cash & Cash Equivalents10%
- Exchange Traded Equities1%
Contacts
1 of 1Joseph Mangone
Managing MemberCRD 715947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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