Mangotree Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,300,000
Clients
48
Advisors
1
of 2 employees
About
MangoTree Capital, LLC provides discretionary portfolio management, ERISA plan advisory, and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm manages approximately $38.9 million on a discretionary basis and advises about $900,000 in ERISA plan assets for a compact client base.
MangoTree customizes investment advice through in-house model portfolios (described as Tactical and Ultra‑Tactical) and by assessing each client’s risk profile, objectives, and liquidity needs, with ongoing monitoring and rebalancing under discretionary authority. The models combine active and passive strategies and may employ long and short positions, exchange-traded and mutual funds, individual stocks, options, and occasional short-term trading.
The firm is affiliated with a licensed insurance agency and its investment adviser representatives may be separately licensed to sell insurance and earn commission-based compensation, a relationship the brochure discloses as a potential conflict of interest. Its explicit use of ultra‑tactical long–short and options strategies, willingness to trade on margin and to short securities, and the affiliated insurance business are features that differentiate it from many peers.
Client services
Expertise
Fee options
Financial planning fixed fees starting at $3,000, negotiable depending on scope and complexity
$0+: Tactical Model – 1.5% annually $0+: Ultra-Tactical Model – 2.5% annually $0+: Other Platform Accounts (e.g., 529 Adviser Plans, Annuities) – 0.5% annually $0+: Custom Allocation – 2.0% annually
$300 per hour for financial planning services
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts considered too small to manage effectively.
Main office
6633 Eighteen Mile Road #2
Sterling Heights MI 48314
Advisors at this office
1
Most active in
Florida · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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