CRD: 283630
Manhattan West Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2016
- Office Locations
- 3
Office Locations
About Manhattan West Asset Management, LLC
Manhattan West Asset Management provides tailored private wealth management alongside access to exclusive private investments in innovative private companies. The firm serves HNW/UHNW individuals and families, endowments and foundations, family offices, institutional investors, and RIAs. As of Dec 2024, it supports clients across 35 U.S. states and 21 countries.
Reported data analysis
What the numbers show
Between July 14, 2025 and July 14, 2026, reported AUM increased 15.0%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 83.6% between November 17, 2022 and July 14, 2026, from $633.8M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 33 advisory representatives and 383 clients, or 11.6 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on July 14, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Manhattan West Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LORENZO DANIEL ESPARZA
Managing Member, Principal
- CRD
- #5387378
- Ownership
- Less than 5%
Gabe Garcia
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MICHAEL BRANDON ALLEN
Executive Director, Financial Advisor
- CRD
- #5410996
Romello Crowell
--
- CRD
- #7890324
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,163,735,315 | $3,038,473 |
| Non-Discretionary | $0 | -- |
| Total | $1,163,735,315 | $3,038,473 |
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Separately Managed Accounts
SMA allocation detail is available
Manhattan West Asset Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Manhattan West Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.