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- Custodian
- Jackson National Life · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-13-1977
- Office Locations
- 7
Office Locations
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.
Reported data analysis
What the numbers show
Between April 29, 2025 and August 13, 2026, reported AUM increased 10.6%, from $34.4B to $38.1B.
Across 4 reported observations, AUM increased 61.4% between September 7, 2023 and August 13, 2026, from $23.6B to $38.1B.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 51 advisory representatives and 6,294 clients, or 123.4 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 7 reported office locations and 49 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full First Manhattan Co. LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ZACHARY A WYDRA
Chief Executive Officer
- CRD
- #2937857
- Ownership
- 5% but less than 10%
ANDREW JOSEPH ASPEN
Chief Legal Officer, Managing Director
- CRD
- #5282749
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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NADIA ABDULGHANI
--
- CRD
- #5969876
Victoria K Amyot
--
- CRD
- #5747803
Showing 2 of 68 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
First Manhattan Co. LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
First Manhattan Co. LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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