MANCHESTER CAPITAL MANAGEMENT LLC
SEC RegisteredWE SEE WEALTH FROM YOUR PERSPECTIVE
About the firm
Manchester Capital is a multi-family office independently owned by its partners and select founding families, serving the complex needs of wealthy families for more than 30 years. The firm integrates investment management, family office services, and direct real estate to help client families achieve their goals across generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (including construction of investment policy statements, access to alternative managers such as hedge funds, private credit, venture capital, and private equity, impact investing, direct deal analysis, and portfolio rebalancing), family office services (consolidated reporting, charitable guidance, trust and estate planning, family education, CFO services, bill pay, and bookkeeping), and direct real estate (sourcing, underwriting, and managing direct property investments).
Who they serve
Wealthy families with complex financial needs, including those who have built wealth through concentrated business investments, professional careers, or family inheritances, and who seek multigenerational legacy planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 58 | $25M |
| High Net Worth Individuals | 153 | $2.2B |
| Pension/Profit Sharing Plans | 16 | $525M |
| State/Municipal Entities | 7 | — |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10 million | 1.00% |
| Next $15 million | 0.80% |
| Next $25 million | 0.60% |
| Above $50 million | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MANCHESTER CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.