SourcingSourcing

MORANGIE MANAGEMENT LLC

C38
CRD 332949·SEC 801-131173·VERO BEACH, FL
AUM
$706.0M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORANGIE MANAGEMENT LLC
CRD
332949
SEC file #
801-131173
EIN
994537900
DBA names
—

Economics

AUM
$706.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$578.0M → $706.0M▲ +22%
Client mix
Individuals High Net Worth96
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
VERO BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
morangiemanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCMANUS, GERALDINE, FRANCES
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
MCMANUS, GERALDINE, FRANCES
HAND, JOSEPH, CAMPBELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MORANGIEMANAGEMENT.COM
Rdap Domain Creation Date
2024-08-12T18:49:18Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002056670
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001172661-26-001512

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity12
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
32 LITTLE WEST 12TH STREETSECOND FLOORNEW YORK, NY 10014
Business
956 BEACHLAND BOULEVARDSUITE 11VERO BEACH, FL 32963
Edgar EIN
994537900
Edgar Recent Filings
13F-HR2026-04-20 · 0001172661-26-001512
13F-HR2026-01-16 · 0001172661-26-000214
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-08-12T18:49:18Z
Rdap Domain Last Changed
2025-02-04T22:22:15Z
Rdap Nameservers
Ns0.wixdns.netNs1.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1185752
Trust Company Affiliate
No

People (6)

6
MCMANUS, GERALDINE, FRANCES
Direct Owner · 37.5%
1185752
HAND, JOSEPH, CAMPBELL
Direct Owner · 17.5%
5773477
OLSEN, PETER, CHRISTIAN
Direct Owner · 17.5%
4896023
PRATT, ALLISON, RYDER
Direct Owner · 17.5%
8031202
PRATT, JEFFREY, SCHILLING
Direct Owner · 17.5%
8031204
HAND, PATRICK, DOYLE
Direct Owner · 7.5%
8031198