MANNING, SAM B.

Overview

Manning, Sam B. is a sole-proprietorship investment adviser registered with the SEC in 2022 and operated by Sam B. Manning. The firm does not report traditional retail advisory relationships and is classified as an unclassified, individual-owned adviser. It is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Activity visible in public filings centers on private fund management rather than typical advisory account work. The structure and public data point to a small, manager-led operation that runs at least one pooled vehicle for outside investors rather than offering broad financial planning or managed account services to a retail client base.

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Location & Offices