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, SEC-registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator that uses a mix of percentage-of-AUM and performance-based fee arrangements. Advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of third‑party advisers. Morangie also acts as sponsor, general partner, and managing member of pooled investment vehicles. The adviser 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
Allison Pratt
ShareholderCRD 8031202
Patrick Hand
DirectorCRD 8031198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$40M in ETFs
91%
$36.4M
3%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $15.1M | 20,120 | 37.70% |
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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