Mangrove Equity Partners
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Learn more about Mangrove Equity Partners
Overview
Mangrove Equity Partners is a financial advisor company based in Tampa, Florida. Mangrove Equity Partners controls $193.1 million in assets under management throughout three accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). It has a small group, including 12 financial advisors. Mangrove Equity Partners does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, options and bonds.
Mangrove Equity Partners manages all of its client assets in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without needing to seek client approval. The company supervises an average of $64.4 million for each client account. The typical financial advisor at Mangrove Equity Partners oversees fewer than one client account, placing it among the most personalized firms in the country.
The firm's headquarters is at 101 South Franklin Street, Tampa, Florida 33602. It is legally allowed to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mangrove Equity Partners by the Numbers
$193.1 million
15
3
$64.4 million
Fee Structure
Financial advisory fees usually depend on which services are offered. However, fees billed by Mangrove Equity Partners likely include any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Mangrove Equity Partners works with pooled investment vehicles. Out of its three clients, Mangrove Equity Partners's biggest client type by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mangrove Equity Partners does not have any disclosures.
Please visit its Form ADV for more details.
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