PROMANAGE, LLC

Overview

Promanage, LLC is a SEC-registered investment adviser that positions itself as a capital allocator for institutional clients. The firm focuses on portfolio management for businesses and institutions, pension consulting, financial planning services and the selection of other advisers, which suggests a blend of in-house management and outsourced manager solutions. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees, allowing flexibility across institutional engagements. Investment activity centers on pooled public vehicles—public funds and mutual funds—while the firm also allocates to alternatives, most notably real estate and digital currency. Promanage’s client base is highly concentrated: it manages a small number of very large institutional accounts, which drives a manager-allocator approach rather than a retail, high-volume platform. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices