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 investment adviser that has been operating since 2016. Structured as an LLC and owned by a domestic entity/individual, the firm positions itself as a capital allocator that serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based fees. Beyond advisory work, the firm conducts insurance brokerage and other financial product sales. The firm provides a broad set of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutions, pension consulting, and the selection of other advisers. It also acts as sponsor, general partner, or managing member of pooled investment vehicles. Manhattan West reports that it is not an active ESG investor and is not registered as a multi-state adviser.