MORANGIE MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$706M
Discretionary
$706M
100% of AUM
Avg account
$6M
Accounts
117
Employees
7
Advisory reps
6

Firm details

Headquarters
VERO BEACH, Florida
CRD number
332949
Registered since
September 20, 2024
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

FINTRX

Overview

Morangie Management LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of outside managers. Its fee schedule combines a percentage-of-assets component with performance-based fees. Morangie does not identify as an ESG-focused investor and is not marketed as a multi-state adviser. Morangie is active on the sponsor/GP side of pooled vehicles, acting as sponsor, general partner and managing member for funds it manages. That dual role — adviser plus sponsor/GP — helps explain the firm’s sizable exposure to private funds and its allocation strategies that blend third‑party alternatives with mutual funds and listed securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 57%, Exchange Traded Equities 32%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 4%, Investment Grade Corp Bonds 1%57%
  • Private Funds57%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents6%
  • Non-Investment Grade Corp Bonds4%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • JOSEPH 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

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 18

Active vs passive

$34.7M in ETFs

Passive

91%

$31.6M

Active

3%

$3.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$13.2M20,20137.95%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth