Promanage, LLC
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
FINTRXOverview
Promanage, LLC is a small, institutional-focused registered investment adviser that has been SEC-registered since 2004 and operates as a limited liability company. The firm acts as a capital allocator and provides a mix of advisory services that include financial planning, portfolio management for businesses and institutions, pension consulting, and the selection of other advisers. Its fee schedule includes percentage-of-AUM arrangements as well as hourly and fixed fees. Filings indicate Promanage is not an active ESG investor and is not classified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds50%
- Private Funds50%
Owners & executives
2 of 2
Robert Cohen
Chief Investment OfficerCRD 6788615
Anthony Sabos
Chief Executive OfficerCRD 4377174
Contacts
3 of 3
Annette Hilton
EVP Account ManagementCRD 4290619
William Mills
Executive Vice PresidentCRD 5198634
Duane Bernt
PresidentCRD 4013955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 130 E Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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