Carter
Mansbach

Atcap Partners, LLC

CRD#2275878
Investment Advisor
in Jupiter, FL

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About this Advisor

Carter Mansbach is a financial advisor working out of Jupiter, Florida with 1 year of industry experience. Mansbach is an advisor for Atcap Partners, LLC. Over the course of their career, Mansbach has held roles at Investacorp Inc, National Asset Management, Atcap Partners, LLC, Investacorp Advisory Services, National Securities Corp and Ceros Financial Services, Inc. Mansbach maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Atcap Partners, LLC is a company that has its headquarters in Rockville, MD. The investment advisory business has offices in four locations and a total of 23 employees. It has $76 million in total assets between its 307 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 307 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services and educational seminars. A financial advisor's fee schedules typically vary depending on the type of services offered. However, fees billed by Atcap Partners, LLC most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Jupiter, FL

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Atcap Partners, LLC Brokerage Details

Total Assets Under Management

$75,590,000

FL Average: $6,889,882,315
Total Number of Employees

23

FL Average: 45
Total Number of Accounts

307

FL Average: 765
Average Account Size

$246,221

FL Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Carter Mansbach Work History

Carter has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Atcap Partners, LLC

2022 - Present (2 years)

Ceros Financial Services, Inc

2017 - 2022 (5 years)

National Asset Management

2017 - 2022 (5 years)

National Securities Corp

2016 - 2017 (1 year)

Investacorp Advisory Services

2011 - 2017 (6 years)

Investacorp Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carter Mansbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atcap Partners, LLC

Farrel Liger
New York, NY
Brennen Gerhart
Cedar Grove, NJ
Ian Naismith
Frisco, TX
Jallal Daghoughi
Rockville, MD
Carter Mansbach
Jupiter, FL
Carol Zelenke
Ashburn, VA
Andrew Massaro
Norwalk, CT
Kevin Smith
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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