About

It’s All About Client Trust

MangoTree Capital, LLC (MTC) is an independent Registered Investment Adviser* firm offering investment advice and disciplined portfolio management using quantitative models. Advisory client accounts are held by unaffiliated broker-dealer custodians – see Custodians.  We utilize both, active and passive investments with an overlay of active portfolio management.  We do not take custody of client assets. We consider risk management and return equally important in pursuit of growth and income of assets.

Principals

Portfolio Manager – Satish P. Dharwadkar

EDUCATION:

  • Worcester Polytechnic Institute, Master of Science; Mechanical Engineering
  • MS University, Bachelor of Engineering; Mechanical Engineering

REGISTRATION, LICENSE & DESIGNATION:

  • Accredited Investment Fiduciary®, 4/2017
  • Michigan Life & Health Insurance, 10/2005
  • Investment Adviser Representative, 9/2005
  • Series 7 & 66 Exams, 8/2005

BUSINESS BACKGROUND

  • MangoTree Capital, LLC, President & Portfolio Manager, 2012- Present
  • MangoTree Benefits, LLC, Managing Member, 2015 – Present
  • Merrill Lynch, Portfolio Manager, 2005 – 2012

Office Manager – Therese Dharwadkar

EDUCATION

  • Detroit Mercy College, Bachelor of Arts; Political Science

BUSINESS BACKGROUND

  • MangoTree Capital, LLC, Office Manager, 2012 – Present
  • Healthcare Sales, 1987 – 1997