MANCHESTER CAPITAL MANAGEMENT LLC
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
FINTRXOverview
Manchester Capital Management LLC is an independent SEC-registered investment adviser that has been operating since 1993. The firm serves both individual/family and institutional clients and acts as a capital allocator and adviser to pooled vehicles. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The firm also performs CPO/CTA activities and reports that it is an active ESG investor. Fee arrangements combine a percentage-of-assets model with fixed fees. Manchester Capital Management has received industry recognition in recent years, 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 (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities28%
- Private Funds10%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
3 of 5EDWARD CRONIN
Chief Executive Officer, PartnerCRD 2369061
ROBYN HARRINGTON
Chief Compliance OfficerCRD 4360333
III KRAFT
Managing Director and Chief Compliance OfficerCRD 4357374
Contacts
3 of 14Alexander Puziol
ControllerCRD 7908016
GRIFFIN SIVRET
Operations AnalystCRD 5712337
BARTHOLOMEW EARLEY
Partner, Managing DirectorCRD 2510641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 223Active vs passive
$297M in ETFs
91%
$270M
1%
$27M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $107M | 163,771 | 35.90% |
Location
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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