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Building 2MANCHESTER CAPITAL MANAGEMENT LLC

Map pinMANCHESTER, VT
Phone802-362-4410
NotebookSEC #801-43586
Total AUM
$2.8B
Employees
38
Clients
234

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3657 MAIN STREET
MANCHESTER
VT 05254
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
802-362-4410
Other Offices
3

ReceiptFinancials

Total AUM
$2.8B
Accounts
1,457
Discretionary
$2.8B
Accounts
1,429
Non-Discretionary
$60.1M
Accounts
28

ContactClients

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Individual Clients
58
AUM
$25.3M
HNW Individual Clients
153
AUM
$2.2B
Pooled Vehicle Clients
16
AUM
$525.5M
Charitable Organization Clients
7
AUM
$84.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMAMDMNNCNHNJNYORTXVAVIVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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