← Back to searchVisit website
MANGOTREE CAPITAL, LLC
CRD 160552
6633 EIGHTEEN MILE ROAD #2, STERLING HEIGHTS, MI, 48314, United States
Phone
844-626-4637
Fax
844-626-4639
Registration
— (—)
Source
State registered
Total AUM
$39.8M
Discretionary AUM
$39.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.6M |
| High net worth individuals | 30 | $33.7M |
| Pension/profit sharing plans | 2 | $900K |
| Corporations/business entities | 2 | $600K |
All web addresses on file
Official SEC filing: View on IAPD