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MANCHESTER CAPITAL MANAGEMENT LLC
CRD 110003 · SEC 801-43586
3657 MAIN STREET, MANCHESTER, VT, 05254, United States
Phone
802-362-4410
Fax
802-362-1377
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.83B
Discretionary AUM
$2.77B
Team
38 total employees; 14 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $25.3M |
| High net worth individuals | 153 | $2.20B |
| Pooled investment vehicles | 16 | $525.5M |
| Charitable organizations | 7 | $84.2M |
States served
VT, CA, CO, DE, DC, IL, MD, MA, MN, NJ, NY, NC, OR, VA, VI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD