$38.1B Total AUM
$35.7B Disc. AUM
-- 3Y CAGR
147 Employees
6,294 ADV. Clients
49 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Jackson National Life · Pershing
- Clients
- Retail and Institutional
- Platforms
- PrimeSignal focus +more
- Established Date
- 01-13-1977
- Office Locations
- 7
Office Locations
199 East Pearl Avenue Suite 102 Jackson WY
2111 South 67th Street Suite 300 Omaha NE
399 Park Avenue NEW York NY
About First Manhattan Co. LLC
First Manhattan is a New York–based investment advisory and wealth planning firm serving retail and institutional clients. It offers separately managed portfolios and comprehensive wealth planning, built on rigorous independent research and a long-term investment mindset. The firm emphasizes transparency and highly personalized service, with experience managing through six decades of market and economic cycles; SMAs are implemented largely using ETFs.
Team overview
47 AVG AGE
$746.8M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
2.5 yrs AVG TENURE
147 Employees
51 Advisory Reps
56 RIA Reps
49yrs Firm Age
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Asset Classes
Element legacy Meridian Frontier focus Summit prime Momentum Matrix
Custodian
Atlas signal Pioneer signal Meridian optima Foundation capital Foundation
Investment Themes
Meridian insight
Investment Vehicles
Momentum timber Frontier
Services
North Signal pioneer Delta radial Catalyst quantum Catalyst Legacy Zenith Legacy
Technology
Ridge Optima alpha Pathway matrix Ridge
Owner & Executives
Z
ZACHARY A WYDRA
Chief Executive Officer
- CRD
- #2937857
- Ownership
- 5% but less than 10%
(382) 470-4979
beacon.insight@elementcapital.com
in linkedin.com/in/pioneer-signal
A
ANDREW JOSEPH ASPEN
Chief Legal Officer, Managing Director
- CRD
- #5282749
- Ownership
- Less than 5%
(371) 627-1837
vital.matrix@quantumcapital.com
in linkedin.com/in/bridge-horizon
C
Crest matrix
Delta peak
- CRD
- #17391
- Ownership
- 16.4%
(922) 903-8751
zenith.pioneer@valuecapital.com
in linkedin.com/in/wave-momentum
Showing 2 of 5 owners & executives
Unlock allContacts
NADIA ABDULGHANI
--
- CRD
- #5969876
(720) 425-8133
beacon.wave@wavecapital.com
in linkedin.com/in/oak-peak
V
Victoria K Amyot
--
- CRD
- #5747803
(608) 391-2957
eagle.ember@vertexcapital.com
in linkedin.com/in/wave-wave
F
Frontier frontier
Ember capital element
- CRD
- #72295
(466) 690-3409
frontier.quantum@momentumcapital.com
in linkedin.com/in/frontier-frontier
Showing 2 of 66 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,663,135,874 | $5,842,585 |
| Non-Discretionary | $2,422,965,667 | $12,752,451 |
| Total | $38,086,101,541 | $6,051,176 |
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Separately Managed Accounts
Total SMA Asset: $36,994,070,021
Equity - Exchange:
13.2% Cash:
15.8% Public Funds:
14.7% U.S. Government/Agency:
16.6% Municipal Bonds:
20.3% Corporate - Investment Grade:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $507,425,689 | 13.2% |
| Cash | $607,373,173 | 15.8% |
| Public Funds | $565,087,699 | 14.7% |
| U.S. Government/Agency | $638,126,245 | 16.6% |
| Municipal Bonds | $780,359,204 | 20.3% |
| Corporate - Investment Grade | $745,761,999 | 19.4% |
| Total | $3,844,134,009 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE PIONEER | PEAK HARBOR | XBVSWYGB9 | HNSZ | 10.24% | $93,027,632 |
| PEAK LEGACY | DELTA BEACON | 2AG6FH4S2 | IXNT | 4.37% | $64,205,918 |
| OPTIMA FOCUS | BRIDGE BRIDGE | M6M3C60LI | VKQP | 11.72% | $77,140,561 |
| PATHWAY OPTIMA | VALUE FRONTIER | DJ4JKKPWL | EEQ | 9.40% | $71,779,412 |
| TIMBER RADIAL | CREST MOMENTUM | 1ND7IBNCY | AII | 7.91% | $119,311,169 |
| QUANTUM CAPITAL CATALYST | VITAL MATRIX | 8KXQ02RTV | INCM | 5.94% | $33,506,657 |
| VECTOR ALPHA | RADIAL ATLAS | 0NDCNNNZY | JQIS | 10.92% | $117,421,811 |
| PEAK FOUNDATION | ATLAS MOMENTUM | 7HJ7XV922 | VHXCC | 2.49% | $85,710,071 |