Manhattan West Asset Management, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 283630
- Registered since
- June 1, 2016
- Website
- manhattanwest.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI49.64%
- Pooled Investment Vehicles43.15%
- Individuals3.79%
- Charitable Organizations2.44%
- Corporations / Businesses0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Manhattan West Asset Management, LLC is an independent, SEC‑registered RIA and active capital allocator serving both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management across individual, pooled vehicle and institutional mandates, and provides pension consulting and due‑diligence/selection services for outside managers. Its business model includes insurance brokerage and other financial product distribution. Fee arrangements are flexible across percentage‑of‑AUM, fixed fees and performance‑based structures. Manhattan West also sponsors and serves as a general partner/managing member of pooled investment vehicles, indicating it operates both as an allocator to third‑party managers and as a manager of proprietary funds.
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
- Exchange Traded Equities47%
- Public Funds/Mutual Funds34%
- State & Local Bonds11%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Owners & executives
3 of 5
Hubert Ryan
Chief Compliance OfficerCRD 6586067
Lorenzo Esparza
CEO, Founding PrincipalCRD 5387378
Gabe Garcia
Chief Financial OfficerCRD 7720264
Contacts
3 of 9
Angelica Spielman
Founding Partner & Managing DirectorCRD 6660213
Laurence Rollins
Managing Director, Financial AdvisorCRD 2690945
Romello Crowell
Investment Adviser RepresentativeCRD 7890324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$318M in ETFs
84%
$268M
10%
$50M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CALIFORNIA MUNI BOND ETF (CMF) | BlackRock | Passive | Muni California Long | $22.6M | 397,775 | 7.11% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1999 Avenue Of The Stars
- Time zone
- PT (UTC-8)
- Office locations
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