{"url":"https://nivawealth.com/firms/morangie-management-332949","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332949","regulatoryAum":705963638,"crd":"332949","history":[{"filedOn":"2025-07-25","regulatoryAum":578030000,"clients":20,"employees":7,"offices":2},{"filedOn":"2026-03-25","regulatoryAum":705963638,"clients":98,"employees":7,"offices":2}],"secFileNumber":"801-131173","legalName":"Morangie Management LLC","displayName":"Morangie Management","slug":"morangie-management-332949","website":"https://morangiemanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"956 Beachland BLVD, Suite 11","city":"Vero Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"32963"},"tradeNames":[],"registration":{"secApproved":"20 September 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6599448.010416667,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":705963638,"discretionary":705963638,"discretionaryAccounts":117,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":6,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":96,"regulatoryAum":633547009},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":72416629}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025683","versionId":1025683,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-25","documentName":"MORANGIE MANAGEMENT LLC DISCLOSURE BROCHURE SUPPLEMENT","fee_rate_low":null,"fee_rate_high":0.7,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:56:50.542941+00:00","documents":[{"name":"MORANGIE MANAGEMENT LLC DISCLOSURE BROCHURE SUPPLEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025683","versionId":1025683,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":228800756},{"name":"BNY Mellon Securities Corporation","shortName":"BNY Mellon Securities","location":"New York, NY","smaAssets":25073570}],"custodyNote":"Morangie Management has custody of $265M in client assets for 93 clients.","leadership":[{"name":"Joseph Hand","title":"Managing Member and Chief Compliance Officer","crd":"5773477"},{"name":"Geraldine McManus","title":"Co-Founder and","crd":"1185752"},{"name":"Peter Olsen","title":"Trustee - McManus Hand Legacy Trust","crd":"4896023"},{"name":"Patrick Hand","title":"Shareholder","crd":"8031198"},{"name":"Allison Pratt","title":"Shareholder","crd":"8031202"},{"name":"Jeffrey Pratt","title":"Shareholder","crd":"8031204"}],"ownership":[{"label":"Joseph Hand","detail":"Managing member and chief compliance officer in the 10% to 25% ownership band and a control person, since August 2024."},{"label":"McManus Hand Legacy Trust","detail":"Shareholder in the 10% to 25% ownership band, since August 2024."},{"label":"Geraldine McManus","detail":"Co-founder and in the 25% to 50% ownership band and a control person, since August 2024."},{"label":"Peter Olsen","detail":"Trustee - mcmanus hand legacy trust in the 10% to 25% ownership band, since August 2024. Also trustee of McManus Hand Legacy Trust and a control person, since August 2024."},{"label":"Patrick Hand","detail":"Shareholder in the 5% to 10% ownership band, since August 2024."},{"label":"Allison Pratt","detail":"Shareholder in the 10% to 25% ownership band, since August 2024."},{"label":"Jeffrey Pratt","detail":"Shareholder in the 10% to 25% ownership band, since August 2024."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"956 Beachland BLVD, Suite 11","city":"Vero Beach","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"32 Little West 12th St","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"908-285-6686","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":4},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":57},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":2},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332949/PDF/332949.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025683","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Morangie Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Morangie Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Morangie Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Morangie Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Morangie Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Morangie Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Morangie Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Morangie Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Morangie Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Morangie Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/morangie-management-332949/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2056670/000117266126002645/0001172661-26-002645-index.html","totalValue":120416577,"positionCount":34,"top10Share":0.7060616164168161,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":15063739,"shares":20120,"shareType":"SH","priorValue":13173995,"priorShares":20201},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":12560510,"shares":52699,"shareType":"SH","priorValue":11050523,"priorShares":53059},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}