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- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Unison pioneerValue
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
About Morangie Management LLC
Morangie Management LLC is a Vero Beach, FL-based outsourced CIO and multi-family office serving families with customized investment strategy, planning coordination, and consolidated reporting. The firm emphasizes asset allocation and access to private opportunities, and states it co-invests alongside clients in private deals. Clients can access 24/7 reporting via an Addepar portal.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GERALDINE FRANCES MCMANUS
Co-founder, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
JOSEPH CAMPBELL HAND
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Unison atlas
Momentum oak
- CRD
- #82434
- Ownership
- 40.6%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $705,963,638 | $6,033,877 |
| Non-Discretionary | $0 | -- |
| Total | $705,963,638 | $6,033,877 |
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Separately Managed Accounts
Total SMA Asset: $633,547,009
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $521,035,009 | 13.0% |
| Equity - Exchange | $308,613,044 | 7.7% |
| Cash | $1,114,213,326 | 27.8% |
| Corporate - Non-Investment Grade | $1,038,062,055 | 25.9% |
| Corporate - Investment Grade | $1,026,038,170 | 25.6% |
| Total | $4,007,961,604 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST EAGLE OPTIMA | LEGACY VERTEX | B90IB55NC | AHGE | 7.47% | $107,009,343 |
| MERIDIAN VECTOR | EMBER RIDGE | HZFQTV86K | MCQYI | 11.02% | $113,291,873 |
| UNISON DELTA | ELEMENT MERIDIAN | RVIS278VZ | TESH | 2.03% | $15,960,052 |
| ALPHA VERTEX | HARBOR VECTOR | GKJXNOL2N | QSAAW | 8.68% | $118,045,157 |
| GLACIER DELTA MERIDIAN | TIMBER OAK | 93PV6X20I | EYNFN | 9.18% | $16,428,134 |
| MERIDIAN GLACIER TIMBER | FUSION HARBOR | 3CS0X4UTV | CIXYC | 7.22% | $21,136,772 |
| FUSION OAK | BRIDGE TIMBER | CM8G25LAE | JFNMI | 6.24% | $118,238,099 |
| WAVE HARBOR | BRIDGE BEACON | R1Q8VHAQV | VQJX | 11.24% | $98,286,051 |