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- Custodian
- Altruist · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- CatalystSummit +more
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
About Mangotree Capital, LLC
MangoTree Capital, LLC (Sterling Heights, MI) provides fiduciary portfolio management for individuals, with a focus on retirement, income, and legacy planning. Portfolios use strategic and tactical asset-allocation models implemented with ETFs, stocks, and covered options. For businesses, the firm manages corporate cash and acts as a 3(38) discretionary investment fiduciary for retirement plans. Client accounts are held at an unaffiliated custodian, including Charles Schwab.
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Owner & Executives
SATISH P DHARWADKAR
Chief Compliance Officer, Managing Member, President
- CRD
- #4980291
- Ownership
- 50% but less than 75%
THERESE ANNE DHARWADKAR
--
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,332,948,441 | 45.3% |
| Equity - Exchange | $1,000,620,282 | 13.6% |
| Cash | $3,023,933,354 | 41.1% |
| Total | $7,357,502,077 | 100.0% |