Manhattan West Asset Management, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$3M

Accounts

383

Employees

Advisory reps

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

FINTRX

Overview

Manhattan West Asset Management, LLC is an independent SEC-registered RIA that began reporting in 2016 and operates as a limited liability company. The firm positions itself as a capital allocator for both individuals and families as well as institutional clients, offering a mix of portfolio management, financial planning, pension consulting, and selection-of-advisers services. It also acts as a sponsor, general partner, and managing member of pooled investment vehicles and reports business activities that include insurance brokering and other financial product distribution. Fee arrangements include percentage-of-assets, fixed fees and performance-based structures, and the firm reports that it does not identify as an active ESG investor. Manhattan West serves as an allocator to third-party managers while also advising private funds it sponsors.