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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$60.9MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$60.9M

Private client RAUM

$60.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$60.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

144

Individual clients

111

High net worth clients

32

Custody, client assets

$22.9M

SEC number

801-113486

CRD

166330

Filings on the tape

12

First filed

May 24, 2018

Latest filed

Feb 9, 2026

Organised

Limited Liability Company, NY

• Occurred

  May 24, 2018
  First Form ADV filing

  J. Mandwelle Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d082ec3-941d-03be-5425-1cb5ea770015

First observed

May 24, 2018

Last observed

Feb 9, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds 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.