This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAPIENT CAPITAL LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 20, 2009

First registration

Mar 15, 2024

Dual registered

no

Other names

JOSHUA MANDELBAUM|JOSHUA MARTIN MANDELBAUM

IAPD individual key

5706298

• Occurred

  Nov 17, 2025
  Advisor changed firm

  Joshua Mandelbaum left J.P. Morgan Securities Llc for Sapient Capital Llc (registered 2025-11-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38ed7db7-9f8c-9d70-4dad-ceee89299440

First observed

Mar 15, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.