Manchester Capital Management LLC

RIASEC RegisteredEst. 1993
Total AUM
$2.8B
Discretionary
$2.8B
98% of AUM
Avg account
$1.9M
Accounts
1,457
Employees
38
Advisory reps
18

Firm details

Headquarters
Manchester, Vermont
CRD number
110003
Registered since
April 7, 1993
Website
mcmllc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.58%
  • Pooled Investment Vehicles18.55%
  • Charitable Organizations2.97%
  • Individuals0.89%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Manchester Capital Management LLC is a privately held LLC operating as an independent, SEC-registered investment adviser since 1993. The firm functions as a capital allocator and provides fee-based portfolio management, financial planning, and advisory services across individual, family and institutional clients. Its compensation mixes percentage-of-AUM and fixed-fee arrangements. Manchester also serves as a commodity pool operator/commodity trading adviser in its business activities and reports being an active ESG investor. Ownership is recorded as a domestic entity with individual ownership, and the adviser is not newly formed or multi-state. The firm has received industry recognition, including placements on FA Magazine’s Top RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2022), and Citywire’s 50 Growers Across America list (2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 28%, Private Funds 10%, US Government Bonds 3%, State & Local Bonds 2%, Cash & Cash Equivalents 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities28%
  • Private Funds10%
  • US Government Bonds3%
  • State & Local Bonds2%

Owners & executives

3 of 4
  • Robyn Harrington

    Chief Compliance OfficerCRD 4360333

  • Iii Kraft

    Iii Kraft

    Managing Director and Chief Compliance OfficerCRD 4357374

  • Jeffrey Hall

    Jeffrey Hall

    Chief Executive Officer, PartnerCRD 5774743

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Contacts

3 of 14
  • Alexander Puziol

    Alexander Puziol

    ControllerCRD 7908016

  • Edward Cronin

    Edward Cronin

    Chairman of the Board of ManagersCRD 2369061

  • Griffin Sivret

    Operations AnalystCRD 5712337

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 244

Active vs passive

$344M in ETFs

Passive

92%

$316M

Active

1%

$28.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$122M163,29435.42%

Location

Primary office

Manchester, VT

Bennington

Location

Manchester, VT

Headquartered in Manchester, VT, in the Northeast of the United States.

Region
Northeast
County
Bennington
Address
3657 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth