The MANCHESTER CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $2.83Bn in regulatory assets under management held in 3 SEC fund types across 1 investment strategies. MANCHESTER CAPITAL MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 30.45% over the last 5-years.
The Group has been registered with the SEC for 33.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 3657 MAIN STREET, MANCHESTER, VERMONT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 38 employees comprised of 14 investment and 24 non-investment staff. The total number of Employees increased by 5.56% over the last 5-years.
Their $2.83Bn in assets advised are owned by 16 private funds, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $2.2Bn or 77.58% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $525.47mn or 18.55% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MANCHESTER CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.