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PROMANAGE, LLC
CRD 133357File 801-63719
APPROVED
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.06B
Top 25% of cohort (national)
Discretionary AUM
$4.06B
Clients
3
3 accounts
Employees
9
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 13, 2004
- Principal office
- 130 E RANDOLPH ST, SUITE 2825, CHICAGO, IL, 60601
- Phone
- 312-456-0665
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.06B
- Discretionary AUM
- $4.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $1.35B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 3 | $4.06B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 6 | 3 | decreased by3 |
| Apr 1, 2026 | AUM | $6,071,295,979 | $4,058,757,523 | decreased by$2,012,538,456 |
| Apr 1, 2026 | Accounts | 6 | 3 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 10 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,141,446,593 | $6,071,295,979 | increased by$929,849,386 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 5 | 6 | increased by1 |
| Apr 1, 2022 | AUM | $4,484,843,719 | $5,141,446,593 | increased by$656,602,874 |
| Apr 1, 2022 | Accounts | 5 | 6 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROMANAGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROMANAGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.