{
  "crd_number": 332949,
  "slug": "morangie-management-llc-vero-beach-fl-332949",
  "primary_business_name": "MORANGIE MANAGEMENT LLC",
  "legal_name": "MORANGIE MANAGEMENT LLC",
  "dbas": [],
  "city": "Vero Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "42680",
  "metro": {
    "cbsa_code": "42680",
    "common_name": "Sebastian",
    "msa_name": "Sebastian-Vero Beach-West Vero Corridor, FL",
    "path": "/advisors/fl/sebastian"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-20",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 705963638.0,
  "raum_discretionary": 705963638.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 633547009.0,
      "count": 96
    },
    "pooled_investment_vehicles": {
      "raum": 72416629.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NH",
    "NY"
  ],
  "websites": [
    "https://morangiemanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332949",
  "city_as_filed": "VERO BEACH",
  "url": "https://advisorcensus.com/firm/morangie-management-llc-vero-beach-fl-332949",
  "display_name": "Morangie Management LLC",
  "summary": "Morangie Management LLC is an SEC-registered investment advisory firm in Vero Beach, FL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Morangie Management LLC (CRD 332949): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Morangie Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Morangie Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Morangie Management LLC located?",
      "a": "Morangie Management LLC's principal office is in Vero Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Morangie Management LLC registered with the SEC or a state?",
      "a": "Morangie Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332949."
    },
    {
      "q": "How much does Morangie Management LLC manage?",
      "a": "Morangie Management LLC reports $705,963,638 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Morangie Management LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Morangie Management LLC: Regulatory assets under management: $0 in the October 2024 data and $705,963,638 in the October 2026 data. Total employees: 2 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Morangie Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (96); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Morangie Management LLC use?",
      "a": "Morangie Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Morangie Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332949"
    },
    {
      "q": "Does Morangie Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Morangie Management offers wealth management services to select high-net-worth individuals and families, including related trusts, estates, and businesses, and generally requires a minimum relationship size of $35,000,000 to effectively implement its investment process .\""
    },
    {
      "q": "What changed in Morangie Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $578,030,000 to $705,963,638 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 578030000.0,
      "total_employees": 7,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 705963638.0,
      "total_employees": 7,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $578,030,000 to $705,963,638 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$35,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $35,000,000"
        ],
        "quotes": [
          "Morangie Management offers wealth management services to select high-net-worth individuals and families, including related trusts, estates, and businesses, and generally requires a minimum relationship size of $35,000,000 to effectively implement its investment process ."
        ]
      }
    ],
    "quotes": [
      "Morangie Management offers wealth management services to select high-net-worth individuals and families, including related trusts, estates, and businesses, and generally requires a minimum relationship size of $35,000,000 to effectively implement its investment process ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/morangie-management-llc-vero-beach-fl-332949.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 96,
      "fewer_than_5": false,
      "raum": 633547009.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 72416629.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332949",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}