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RIA · CRD 318124State-Registered Investment Adviser

Updated:

Mandel Financial Services

Mandel Financial Services is a state-registered investment adviser in Cincinnati, OH. The firm manages approximately $28 million in regulatory assets.

Overview

Mandel Financial Services is a state-registered investment adviser in Cincinnati, OH. The firm manages approximately $28 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

1995

Location

Region

North America

Country

United States

Principals

Stephen Mandel

Founder

Sector focus

Hedge FundsPublic EquitiesPrivate EquityVenture Capital

Frequently asked questions

What investment stages does Mandel Financial Services target?

The office invests across public equities and late-stage private growth companies. In public markets, it favors concentrated, long-biased equity positions built on deep fundamental research. On the private side, it participates in direct growth-stage rounds, often alongside other Tiger Cub managers, though it does not operate as an open fund or accept outside capital.

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