Morangie Management LLC
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 332949
- Registered since
- September 20, 2024
- Website
- www.morangiemanagement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI89.74%
- Pooled Investment Vehicles10.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Morangie Management LLC is an independent RIA organized as an LLC that registered with the SEC in 2024. The firm positions itself as a capital allocator for both private clients (individuals and families) and institutional investors, offering financial planning plus portfolio management for individuals, small businesses and pooled investment vehicles. Service lines include selection of other advisers and sponsor/GP/managing member roles for pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. Morangie does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds57%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Joseph Hand
Managing Member And Chief Compliance OfficerCRD 5773477
Contacts
3 of 5
Geraldine Mcmanus
Co-FounderCRD 1185752
Peter Olsen
AssociateCRD 4896023
Patrick Hand
DirectorCRD 8031198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$39.4M in ETFs
99%
$38.8M
0%
$590K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $15.4M | 20,177 | 39.20% |
Location
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 956 Beachland Blvd
- Time zone
- ET (UTC-5)
- Office locations
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