Joshua Mandelbaum
Investment adviser representative at Sapient Capital LLC
18 yearsExperience
1 stateRegistered in
$13.8BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Sapient Capital LLCNov 2025 to now
- J.P. Morgan Securities LLCAug 2009 to Nov 2025
- JPMorgan Chase Bank, N.A.Jul 2008 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sapient Capital LLC
$13.8BAssets managed
1,017Clients
37Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5706298
- Firm CRD
- 324899