First Manhattan Co LLC

RIASEC RegisteredEst. 1977
Total AUM
$38.1B
Discretionary
$35.7B
94% of AUM
Avg account
$6.1M
Accounts
6,294
Employees
147
Advisory reps
68

Firm details

Headquarters
New York, New York
CRD number
325281
Registered since
January 13, 1977
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI87.39%
  • Charitable Organizations4.12%
  • Pension & Profit Sharing Plans3.97%
  • Pooled Investment Vehicles2.41%
  • Individuals1.65%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

First Manhattan Co LLC is a long-established, SEC-registered investment adviser that serves both individual/family and institutional clients. The firm provides comprehensive advisory services that span financial planning, portfolio management for individuals, pooled vehicles and institutional clients, and pension consulting. It operates as an LLC, charges fees based on a percentage of assets under management and, in some cases, performance-linked fees, and maintains affiliations consistent with broker‑dealer and trust activities as well as sponsoring and acting as GP/managing member of pooled investment vehicles. The firm’s investment approach is equity-centric and not positioned as an active ESG investor. Its client mix and product menu allow it to work across separately managed accounts, pooled funds and vehicles it sponsors or manages, which aligns with the range of advisory activities listed on its filings. First Manhattan also received recognition in Barron’s 2025 list of Top 100 RIA Firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, US Government Bonds 4%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%84%
  • Exchange Traded Equities84%
  • US Government Bonds4%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%

Owners & executives

3 of 5
  • Zachary Wydra

    Zachary Wydra

    CEO & Portfolio ManagerCRD 2937857

  • Andrew Aspen

    Andrew Aspen

    Partner, Chief Legal OfficerCRD 5282749

  • Joseph Sammarco

    Joseph Sammarco

    Chief Operations OfficerCRD 2982052

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Contacts

3 of 63
  • Victoria Amyot

    Victoria Amyot

    Portfolio AssociateCRD 5747803

  • Prajwal Prabhu

    Prajwal Prabhu

    Portfolio AssociateCRD 7138314

  • Damon Ustin

    Registered Client Service AssociateCRD 7206710

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth