$82.4M Total AUM
$82.4M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Unison vertexMatrix focus +more
- Established Date
- 01-30-2020
- Office Locations
- 1
Office Locations
-- Orford NH
About Manent Capital
Manent Capital is a boutique CFP®-led wealth advisory serving women worldwide, with a focus on female investors and small business owners. The firm combines investment management with holistic planning, including retirement, tax and estate strategies and business planning. Portfolios are primarily ETF-based, and the firm supports custody through Charles Schwab.
Team overview
-- AVG AGE
$82.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vital element Focus Glacier Fusion wave Delta
Client Personas
Beacon alpha Peak foundation
CRM
Value fusion
Custodian
Timber Zenith Ember vector Matrix unison Matrix Vital
Investment Themes
North harbor Pioneer Horizon focus
Investment Vehicles
Matrix Alpha
Services
Timber momentum Alpha north Quantum foundation Ridge Unison Meridian oak Meridian
Technology
Meridian delta Optima Ridge wave
Owner & Executives
SILVIA MANENT SILVAR
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #6780702
- Ownership
- 75% or more
(805) 434-1880
element.foundation@momentumcapital.com
in linkedin.com/in/wave-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,408,757 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,408,757 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,408,757
Equity - Exchange:
63.3% U.S. Government/Agency:
36.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,911,473,063 | 63.3% |
| U.S. Government/Agency | $1,688,010,449 | 36.7% |
| Total | $4,599,483,512 | 100.0% |