# Promanage, LLC

> Promanage, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 133357
- Filed as: PROMANAGE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133357
- AdvisorCensus page: https://advisorcensus.com/firm/promanage-llc-chicago-il-133357

## Quick answers

**How is Promanage, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Promanage, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Promanage, LLC located?**
Promanage, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Promanage, LLC registered with the SEC or a state?**
Promanage, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 133357.

**How much does Promanage, LLC manage?**
Promanage, LLC reports $4,058,757,523 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Promanage, LLC's assets and staff changed since 2021?**
In the Form ADV data for Promanage, LLC: Regulatory assets under management: $4,484,843,719 in the October 2021 data and $4,058,757,523 in the October 2026 data, down 10%. Total employees: 14 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Promanage, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Promanage, LLC use?**
Promanage, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments Institutional Operations Company, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Promanage, 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/133357

**Does Promanage, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 10, 2026 says: "ProManage does not require a minimum account size."

**What changed in Promanage, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 10, 2026)

- Account minimum: None

> ProManage does not require a minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments Institutional Operations Company, Inc.

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: $4,058,757,523
- Discretionary: $4,058,757,523
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $4,058,757,523 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (21 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN, MI, MN, MO, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- befineapp.com
- promanageplan.com
- LinkedIn @PROMANAGE-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,484,843,719 | 14 | September 30, 2021 |
| October 2022 | $5,141,446,593 | 13 | March 25, 2022 |
| October 2023 | $4,515,579,542 | 12 | June 20, 2023 |
| October 2024 | $5,350,515,424 | 12 | March 6, 2024 |
| October 2025 | $6,071,295,979 | 10 | June 18, 2025 |
| October 2026 | $4,058,757,523 | 9 | September 29, 2026 |

Regulatory assets under management: $4,484,843,719 in the October 2021 data and $4,058,757,523 in the October 2026 data, down 10%.
Total employees: 14 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $6,071,295,979 to $4,058,757,523 (-33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Promanage, LLC (CRD 133357): Form ADV filing data as of October 2026.