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J. Mandwelle Capital Strategies, LLC

● SEC registered since 2018CRD 166330SEC# 801-113486
Export (members)
Reg. AUM
$60.9M
Employees
1
Accounts
144
Location
—

J. Mandwelle Capital Strategies, LLC assets under management

J. Mandwelle Capital Strategies, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2018. It reports $60.9 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

J. Mandwelle Capital Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Mandwelle ControlManaging Member - CcoOver 75%2012

Frequently asked questions

How much does J. Mandwelle Capital Strategies, LLC manage?

J. Mandwelle Capital Strategies, LLC reports $60.9 million in regulatory assets under management on its Form ADV.

How many employees does J. Mandwelle Capital Strategies, LLC have?

J. Mandwelle Capital Strategies, LLC reports 1 employees.

Does J. Mandwelle Capital Strategies, LLC disclose fund performance?

J. Mandwelle Capital Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone518-792-4519
Fax888-651-5322
Office hours9:00 To 4:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$60.9M▲ 11%
Jan '25 — $54.6MFeb '25 — $54.6MMar '25 — $54.6MApr '25 — $54.6MMay '25 — $54.6MJun '25 — $54.6MJul '25 — $54.6MAug '25 — $54.6MSep '25 — $54.6MOct '25 — $54.6MNov '25 — $54.6MDec '25 — $54.6MJan '26 — $54.6MFeb '26 — $60.9MMar '26 — $60.9MApr '26 — $60.9MMay '26 — $60.9MJun '26 — $60.9M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$60.9Mregulatory AUM
Discretionary $60.9M