Morangie Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 2 private funds.
Morangie Management reports 98 clients. They include 96 high-net-worth individuals and 2 pooled investment vehicles. Of its assets, 100.0% ($706M across 117 accounts) are managed with discretion. Of its clients, 6% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 98% | 90% |
| Pooled investment vehicles | 2% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 96 | $634M | 89.7% | $6.6M |
| Pooled investment vehicles | 2 | $72.4M | 10.3% | $36.2M |
| Total | 98 | $706M | 100% | $7.2M |
- Clients
- 96
- Regulatory AUM
- $634M
- AUM share
- 89.7%
- Avg. per client
- $6.6M
- Clients
- 2
- Regulatory AUM
- $72.4M
- AUM share
- 10.3%
- Avg. per client
- $36.2M
Total
- Clients
- 98
- Regulatory AUM
- $706M
- AUM share
- 100%
- Avg. per client
- $7.2M
- Clients outside the U.S.
- 6%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 51–100
Morangie Management charges up to 0.70% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Geraldine McManus owns 25% to 50% of Morangie Management. The leadership team of Morangie Management includes Chief Compliance Officer Joseph Hand. It has 7 employees, 4 of them in advisory roles.
Leadership
- Joseph HandManaging Member and Chief Compliance Officer
- Geraldine McManusCo-Founder and
- Peter OlsenTrustee - McManus Hand Legacy Trust
- Patrick HandShareholder
- Allison PrattShareholder
- Jeffrey PrattShareholder
Staff
- 7 employees
- 4 in advisory functions
- Owns 25% to 50% of Morangie Management LLC
Geraldine McManus
Control person · since August 2024
- Owns 10% to 25% of Morangie Management LLC
Joseph Hand
Control person · since August 2024
- Owns 10% to 25% of Morangie Management LLC
McManus Hand Legacy Trust
since August 2024
- Owns 10% to 25% of Morangie Management LLC
Peter Olsen
Control person · since August 2024
- Owns 10% to 25% of Morangie Management LLC
Allison Pratt
since August 2024
- Owns 10% to 25% of Morangie Management LLC
Jeffrey Pratt
since August 2024
- Owns 5% to 10% of Morangie Management LLC
Patrick Hand
since August 2024
Morangie Management’s regulatory assets grew from $578M (July 2025) to $706M (March 2026); clients rose from 20 to 98 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $706M | 98 | 7 | 2 |
| July 2025 | $578M | 20 | 7 | 2 |
Besides its headquarters, Morangie Management has 1 office, with 2 listed addresses in Florida and New York.
Florida · 1 listed address
- 956 Beachland BLVD, Suite 11, Vero BeachHQ
New York · 1 listed address
- 32 Little West 12th St, New York
Contact and registration details
- Legal name
- Morangie Management LLC
- Headquarters
- 956 Beachland BLVD, Suite 11, Vero Beach, FL 32963
- Website
- morangiemanagement.com
- Phone
- 908-285-6686
- SEC file
- 801-131173
- Structure
- Delaware LLC
- Fiscal year end
- December
Morangie Management uses Fidelity ($229M, 90%) and BNY Mellon Securities ($25.1M, 10%) as custodians for its separately managed accounts. Morangie Management has custody of $265M in client assets for 93 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $229M90%
- BNY Mellon SecuritiesBNY Mellon Securities Corporation · New York, NY · $25.1M10%
At year end, Morangie Management’s separately managed accounts were mostly in funds (57%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $120M across 34 positions; the largest are State Str SPDR S&P 500 ETF T (12.5%), Amazon Com Inc. (10.4%) and Invesco Qqq TR (7.6%).
What the accounts hold
- Stocks32%
- Funds57%
- Bonds5%
- High-yield corporate bonds4%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $120M
- Reported 13F value
- 34
- Positions
- 70.6%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit12.5%
- Amazon Com Inc.10.4%
- Invesco Qqq TR · Unit Ser 17.6%
- Goldman Sachs Group Inc.6.8%
- Morgan Stanley6.7%
- Apple Inc.5.9%
- JPMORGAN Chase & CO5.3%
- Draftkings Inc. New · Com CL A5.2%
- Bank OF Amer Corp.5.1%
- Klaviyo Inc. · Com Ser A5.1%
Together, the ten largest are 70.6% of reported value.
How many clients does Morangie Management have?
Morangie Management has 98 clients and manages $706 million for them, as of March 2026. They include 96 high-net-worth individuals and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Morangie Management offer?
Morangie Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Morangie Management charge?
Morangie Management charges up to 0.70% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: MORANGIE MANAGEMENT LLC DISCLOSURE BROCHURE SUPPLEMENT, filed 25 March 2026
Which custodians does Morangie Management use?
Morangie Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $229M and BNY Mellon Securities Corporation (New York, NY), with $25.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Morangie Management have?
Morangie Management has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Morangie Management invest in?
At the end of its last fiscal year, Morangie Management’s separately managed accounts held 57% pooled vehicles (private funds and similar), 32% exchange-traded equities, 6% cash and equivalents, 4% high-yield corporate bonds and 1% investment grade corporate bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Morangie Management?
Morangie Management’s direct owners are Joseph Hand, McManus Hand Legacy Trust, Geraldine McManus, Peter Olsen, Patrick Hand, Allison Pratt and Jeffrey Pratt, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Morangie Management get paid?
Morangie Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Morangie Management registered with the SEC?
Yes, Morangie Management has been registered with the SEC as an investment adviser since 20 September 2024. Its CRD number is 332949 and its SEC file number is 801-131173.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Morangie Management?
Morangie Management’s main office is at 956 Beachland BLVD, Suite 11, Vero Beach, FL 32963. Its phone number is 908-285-6686. Its website is morangiemanagement.com.