J. MANDWELLE CAPITAL STRATEGIES, LLC

J. MANDWELLE CAPITAL STRATEGIES, LLC is an SEC-registered investment adviser (CRD 166330). Regulatory assets under management: $60.9M.

Registration

• CRD: 166330
• SEC file number: 801-113486
• Type: Registered investment adviser
• Phone: 518-792-4519
• Latest filing: 2026-02-09
• Regulatory AUM: $60.9M
• Discretionary AUM: $60.9M
• Clients: 1
• Accounts: 144

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 166330 on SEC IAPD (source of record)
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