RIA Intel›Advisers›Michigan›MANGOTREE CAPITAL, LLC

MANGOTREE CAPITAL, LLC

Advisory

STERLING HEIGHTS, MI

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$346K

across 115 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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BLASEN BROGAN ASSET MANAGEMENT CO

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