SourcingSourcing

PROMANAGE, LLC

C39
CRD 133357·SEC 801-63719·CHICAGO, IL
AUM
$4.06B
$1B+
Est. Revenue
$40.6M
@ 1% on AUM
Est. EBITDA
$12.2M
@ 30% margin
Est. Deal Value
$97.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROMANAGE, LLC
CRD
133357
SEC file #
801-63719
EIN
—
DBA names
—

Economics

AUM
$4.06B
AUM band
$1B+
AUM trajectory
'20'26
$3.06B → $4.06B▲ +33%
Client mix
Pension Profit Sharing Plans3

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
7 advisors → 4 advisors▼ -43%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/promanage-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMART MANAGED SOLUTIONS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
SMART MANAGED SOLUTIONS, INC.
BERNT, DUANE, LEO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:promanage.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
1,449,077
Form 5500 Compensation Trajectory 3y
20251,449,077
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
1,449,077
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
SABOS, ANTHONY
IAR · Executive Officer · 2.5%
4377174
HILTON, ANNETTE, JEAN
IAR · Executive Officer · 2.5%
4290619
CHARD, MICHAEL, MCCLELLAND
IAR · Executive Officer · 2.5%
5475420
MILLS, WILLIAM, WAYNE
IAR · Executive Officer · 2.5%
5198634
Cohen, Robert, Louis
IAR · Executive Officer · 2.5%
6788615
BERNT, DUANE, LEO
Executive Officer · 2.5%
4013955