MANGOTREE CAPITAL, LLC

Overview

Mangotree Capital, LLC is an independent registered investment adviser that serves both individual and family clients as well as institutional and small-business accounts. The firm combines financial planning with discretionary portfolio management and pension consulting, and it also operates as an insurance broker. Investment activity is centered on pooled public funds—mutual funds and similar vehicles represent the bulk of deployed capital—while the firm supplements core allocations with fixed-income holdings such as corporate debt and uses annuities where they fit a client’s income or insurance objectives. Mangotree Capital charges for advice through a mix of percentage-of-AUM fees, hourly engagements and fixed fees, allowing flexibility for different client needs and project work. The adviser is not positioned as a multi-state ESG specialist and does not act as a separate capital allocator; its model is more traditional wealth- and plan-management, with insurance distribution layered into the advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices