PROMANAGE

Patrick M. O'Meara is listed in public regulatory filings as a principal and control person of PROMANAGE, LLC. Based on the firm's structure as a boutique advisory, investment decisions likely vest directly with Mr. O'Meara rather than a distributed committee. The firm's Form ADV, as of its last annual amendment, identifies him as the key individual responsible for portfolio management.

PROMANAGE serves a mix of high-net-worth individuals, trusts, estates, and retirement plan sponsors, according to its regulatory disclosures. The firm does not market a specific institutional allocation program or pooled fund complex to external allocators. Its service model centers on discretionary separately managed accounts tailored to individual client mandates.

PROMANAGE constructs fixed income portfolios using individual municipal and corporate bonds, rather than solely allocating to third-party bond funds. The firm emphasizes principal preservation and tax-aware positioning for taxable clients. Duration and credit quality benchmarks are set at the account level, with an overlay based on macroeconomic conditions.

PROMANAGE's public footprint shows a primary reliance on separate accounts rather than a family of proprietary mutual funds or ETFs. Some regulatory entries suggest limited pooled vehicle management may exist, but no publicly marketed fund entity with tickers or external reporting is evident. The firm competes by offering customization unavailable in commingled products.

No public record indicates affiliation with a larger bank, insurance company, or single-family office. PROMANAGE, LLC appears to be an owner-operated registered investment adviser independent of any financial conglomerate. Its Chicago address does not correspond to known multi-family office clusters in the area.