J. Mangone Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. Mangone Capital Management LLC provides portfolio management and financial planning primarily for individual clients, managing approximately $46.3 million across 18 accounts. The firm charges fees as a percentage of assets under management and delivers ongoing, discretionary investment supervision.
Its client roster consists largely of high-net-worth individuals (11 of 18 clients) and the firm reports all assets as managed on a discretionary basis. Portfolios show an unusual asset mix for a small independent adviser — a majority allocation to non-exchange-traded equity securities, a substantial allocation to U.S. state and local bonds, and roughly 10% in cash equivalents — with custody concentrated at a single major custodian.
Compared with peers, the firm’s small client base and high average account size (over $2.5 million per account) and its concentrated holdings in non-exchange-traded equities and municipal bonds are noteworthy. While operating as a solo adviser and using standard AUM-based billing like many independents, its asset composition and client concentration distinguish it from the more ETF- and exchange-traded-oriented strategies common among similar firms.
Client services
Expertise
Fee options
1.00% annually
Hourly charges - specific amounts not stated
Main office
Paradise Valley AZ
Advisors at this office
1
Most active in
Arizona · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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