Promanage, Llc
- Regulatory AUM
- $4.1B
- Discretionary
- $4.1B
- Clients
- 3
- Avg AUM / client
- $1.4B
- Accounts
- 3
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 3 | $4.1B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Swedishamerican 403(b) Incentivesaver Plan Swedishamerican Health System | 2024 | |
| Swedishamerican 401(k) Incentivesaver Plan Swedishamerican Health System | 2024 | |
| Vera Bradley Designs, Inc. Profit Sharing 401(k) Plan Vera Bradley Designs, Inc. | 2024 | |
| Allina 403(b) Retirement Savings Plan Allina Health System | 2024 | |
| Allina 401 K Retirement Savings Plan Allina Health System | 2024 | |
| Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan Badger Liquor Co., Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Sabos | Ceo & Manager | Mar 2006 (20y) | Less than 5% | |
| Mills, William, Wayne | Executive Vp | Oct 2010 (16y) | Less than 5% | |
| Robert Louis Cohen | Cio | CFA | May 2017 (9y) | Less than 5% |
| Annette Jean Hilton | Executive Vice President | Jul 2018 (8y) | Less than 5% | |
| Chard, Michael, Mcclelland | President & Manager | Jul 2018 (8y) | Less than 5% | |
| Auerbach, Barbara, Jean | Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Duane Leo Bernt | Member Board Of Managers | CFA | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Smart Managed Solutions, Inc. | Parent Company | May 2023 | A | 75% or more |
| Smart Usa Co. | Parent Company | May 2023 | B | ≈ 56.25% – 100% via Smart Managed Solutions, Inc. |
| Smart Pension Limited | Parent Company | Oct 2020 | B | ≈ 42.19% – 100% via Smart Usa Co. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Smart Usa Co.: 75% – 100% of Smart Managed Solutions, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Smart Pension Limited: 75% – 100% of Smart Usa Co. × 75% – 100% of Smart Managed Solutions, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Swedishamerican 403(b) Incentivesaver Plan | Swedishamerican Health System | 3,899 | $402M | 01/01/2024 |
| Swedishamerican 401(k) Incentivesaver Plan | Swedishamerican Health System | 63 | $11.6M | 01/01/2024 |
| Vera Bradley Designs, Inc. Profit Sharing 401(k) Plan | Vera Bradley Designs, Inc. | 792 | $76.8M | 01/01/2024 |
| Allina 403(b) Retirement Savings Plan | Allina Health System | 7,491 | $902M | 01/01/2024 |
| Allina 401 K Retirement Savings Plan | Allina Health System | 28,274 | $3.5B | 01/01/2024 |
| Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan | Badger Liquor Co., Inc. | 483 | $73.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Investments Institutional Services Company, Inc. $3.8B (93% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗