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Manchester Capital Management LLC

Manchester Capital Management LLC. CRD 110003

Manchester Capital Management LLC logo

CRD: 110003

Manchester Capital Management LLC

Manchester, VT, 05254
8023624410
$2.8B Total AUM
$2.8B Disc. AUM
-3.7% 3Y CAGR
38 Employees
243 ADV. Clients
33 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Vertex frontierFusion harbor
Established Date
04-07-1993
Office Locations
6

Office Locations

1157 Coast Village Road Montecito CA
1157 Coast Village Road, Suite A Santa Barbara CA
250 Park Avenue 14th Floor NEW York NY

About Manchester Capital Management LLC

Manchester Capital Management is an RIA providing tailored investment management and family office services for families, with integrated financial planning and access to direct real estate. Portfolios span ETFs, fixed income, mutual funds and select alternatives (including private placements, hedge funds, venture capital and real estate), with an option for socially responsible mandates. Custodied at Schwab and Fidelity (NFS).

Team overview

53 AVG AGE
$202.3M AVG AUM / ADVISOR
$11.7M AVG AUM / CLIENT
12.2 yrs AVG TENURE
38 Employees
14 Advisory Reps
14 RIA Reps
33yrs Firm Age

Insights

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Asset Classes

Bridge Vector Atlas Radial Prime Matrix ridge Meridian Meridian

Custodian

Fusion prime Matrix

Investment Themes

Atlas Ember Alpha Crest alpha

Investment Vehicles

Frontier Prime

Platform

Legacy

Services

Atlas Beacon Frontier summit Prime catalyst Pathway Ember Harbor fusion Capital Summit catalyst Bridge crest

Technology

Harbor alpha Radial

Owner & Executives

EDWARD WRIGHT CRONIN JR

EDWARD WRIGHT CRONIN JR

Chief Executive Officer

CRD
#2369061
Ownership
50% but less than 75%
(977) 515-9082
value.oak@crestcapital.com
in linkedin.com/in/vector-beacon
BARTHOLOMEW JOHN EARLEY

BARTHOLOMEW JOHN EARLEY

Director Of Research, Financial Planner

CRD
#2510641
Ownership
Less than 5%
(939) 692-4557
ember.frontier@northcapital.com
in linkedin.com/in/timber-summit
B

Beacon timber

Legacy eagle

CRD
#46527
Ownership
8.4%
(410) 739-6671
legacy.meridian@eaglecapital.com
in linkedin.com/in/capital-horizon

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Contacts

C

CORY JAMES BOGGS

Wealth Manager

CRD
#5312821
(308) 305-2761
fusion.frontier@deltacapital.com
in linkedin.com/in/oak-summit
M

Maria Isabel Bolanos Wong

Investment Associate

CRD
#7537920
(328) 943-1670
timber.value@foundationcapital.com
in linkedin.com/in/crest-vertex
V

Value capital

Catalyst north horizon

CRD
#29841
(607) 242-9874
beacon.atlas@vectorcapital.com
in linkedin.com/in/ember-north

Showing 2 of 21 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
03-24-2023
11-18-2024
10-07-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $2,772,662,616 $1,940,282
Non-Discretionary $60,137,468 $2,147,767
Total $2,832,800,084 $1,944,269

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Separately Managed Accounts

Total SMA Asset: $2,307,330,611

$2.3B Total SMA
Public Funds:
21.0%
Equity - Exchange:
21.0%
Private Funds:
13.0%
U.S. Government/Agency:
16.8%
Municipal Bonds:
21.1%
Cash:
7.1%
Asset class Assets Assets %
Public Funds $1,770,893,383 21.0%
Equity - Exchange $1,770,893,383 21.0%
Private Funds $1,096,267,332 13.0%
U.S. Government/Agency $1,416,714,707 16.8%
Municipal Bonds $1,779,326,209 21.1%
Cash $598,730,620 7.1%
Total $8,432,825,634 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
UNISON MOMENTUM FOCUS PIONEER CAPITAL X5AD506GE HUREM 1.37% $111,871,380
OPTIMA FUSION OPTIMA LEGACY PATHWAY 9VSHCC6BN RNSBU 5.18% $92,827,936
PATHWAY WAVE HORIZON FUSION QUANTUM AV079G8I3 XQV 7.36% $32,712,223
VECTOR RIDGE NORTH OAK DELTA UJC57ONO9 CBTB 6.03% $43,740,779
PATHWAY SUMMIT HARBOR PATHWAY O041Z2T0V KFZB 12.39% $55,718,842
UNISON OAK NORTH INSIGHT MWUZT2KC2 LRN 8.01% $29,937,638
TIMBER ALPHA VITAL VITAL PIONEER 3T7NWBJCD XWR 12.12% $96,447,315
HORIZON WAVE VERTEX VERTEX WNLHE163J GJZZ 4.64% $31,584,704

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