$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-18-2020
- Office Locations
- 1
Office Locations
-- Northbrook IL
About Considerate Capital, LLC
Considerate Capital, LLC is a Northbrook-based RIA. The firm has been operating for 6 years. Managing $8.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$726.9K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSHUA MANGOUBI
Chief Investment Officer
- CRD
- #5092476
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,723,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,723,260 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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