J
CRD: 166330
J. Mandwelle Capital Management
Queensbury, NY
5187924519
$60.9M Total AUM
$60.9M Disc. AUM
18.1% 3Y CAGR
1 Employees
143 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2018
- Office Locations
- 1
Office Locations
-- Queensbury NY
About J. Mandwelle Capital Management
J. Mandwelle Capital Management is a Queensbury-based RIA. The firm has been operating for 7 years. Managing $60.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
60 AVG AGE
$60.9M AVG AUM / ADVISOR
$425.6K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Atlas horizon
Investment Themes
Element Ridge
Investment Vehicles
Eagle
Services
Meridian insight Atlas optima Ridge quantum Signal eagle Wave
Owner & Executives
JONATHAN MANDWELLE
Chief Executive Officer, Chief Operating Officer, Managing Member - Cco, President
- CRD
- #2493454
- Ownership
- 75% or more
(209) 292-6141
timber.glacier@optimacapital.com
in linkedin.com/in/horizon-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,867,197 | $422,689 |
| Non-Discretionary | $0 | -- |
| Total | $60,867,197 | $422,689 |
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Separately Managed Accounts
Total SMA Asset: $60,867,197
Equity - Exchange:
11.8% Public Funds:
12.8% Cash:
50.1% Municipal Bonds:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $407,523,280 | 11.8% |
| Public Funds | $442,059,151 | 12.8% |
| Cash | $1,730,247,146 | 50.1% |
| Municipal Bonds | $873,757,541 | 25.3% |
| Total | $3,453,587,118 | 100.0% |