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 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
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 5GERALDINE 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 18Active vs passive
$34.7M in ETFs
91%
$31.6M
3%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.2M | 20,201 | 37.95% |
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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