A complete list of active advisors currently associated with J. Mangone Capital Management LLC

Warmer can help you find a great advisor at J. Mangone Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at J. Mangone Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.