# Morangie Management LLC

> 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.

- CRD: 332949
- Filed as: MORANGIE MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332949
- AdvisorCensus page: https://advisorcensus.com/firm/morangie-management-llc-vero-beach-fl-332949

## Quick answers

**How is Morangie Management LLC compensated?**
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.

**Where is Morangie Management LLC located?**
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).

**Is Morangie Management LLC registered with the SEC or a state?**
Morangie Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332949.

**How much does Morangie Management LLC manage?**
Morangie Management LLC reports $705,963,638 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Morangie Management LLC's assets and staff changed since 2024?**
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.

**What types of clients does Morangie Management LLC serve?**
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).

**Which custodians does Morangie Management LLC use?**
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.

**Does Morangie Management LLC report any disciplinary disclosures?**
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

**Does Morangie Management LLC state an account minimum?**
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 ."

**What changed in Morangie Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $578,030,000 to $705,963,638 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $35,000,000

> 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 .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $705,963,638
- Discretionary: $705,963,638
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 96 | $633,547,009 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $72,416,629 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- morangiemanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | August 23, 2024 |
| October 2025 | $578,030,000 | 7 | July 25, 2025 |
| October 2026 | $705,963,638 | 7 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $578,030,000 to $705,963,638 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morangie Management LLC (CRD 332949): Form ADV filing data as of October 2026.