Promanage, LLC

RIASEC Registered

Total AUM

$4.1B

Discretionary

$4.1B

100% of AUM

Avg account

$1.4B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 133357
Registered since: December 13, 2004
Website: promanageplan.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Financial PlanningPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Promanage, LLC is an SEC-registered investment adviser (registered in 2004) organized as an LLC that positions itself as a capital allocator for institutional clients. Its advisory scope on the ADV includes financial planning, portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. The firm’s fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Promanage is not identified as an active ESG investor, and its industry affiliations include roles such as other investment adviser, insurance company relationships, pension consultant, and sponsor/GP/managing member of pooled investment vehicles.