MANIFEST

Overview

Manifest is an LLC that registered with the SEC in 2020 and operates as a small, institutionally focused advisory firm. The firm positions itself as a capital allocator and adviser that primarily serves institutional clients on a fixed-fee basis rather than charging based on assets under management. Service lines disclosed include financial planning, pension consulting services (listed among its advisory activities), selection of other advisers, publication of periodicals or newsletters, and educational seminars/workshops. Despite the listing of pension-related services, the firm is not designated as a pension consultant in its classification data. Manifest reports it is not an active ESG investor and is not classified as a multi-state adviser. Its owner structure is individual ownership and the firm is categorized as unclassified for broader industry taxonomy. The combination of capital-allocation activity and selection-of-advisers capability indicates the firm typically sources and oversees external managers or subadvisers for client mandates rather than relying solely on in-house portfolio management.

Assets & Accounts

Location & Offices