CRD: 283630
Manhattan West Asset Management, LLC
$1.2B Total AUM
$1.2B Disc. AUM
16.9% 3Y CAGR
36 Employees
383 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- LegacyPioneer +more
- Established Date
- 06-01-2016
- Office Locations
- 3
Office Locations
1999 Avenue OF THE Stars Suite 2500 LOS Angeles CA
-- Southport CT
-- Tarzana CA
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.
Team overview
43 AVG AGE
$35.3M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
5.6 yrs AVG TENURE
36 Employees
33 Advisory Reps
10 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Summit insight
Asset Classes
Harbor Meridian Vector signal North Insight Harbor value Foundation fusion Pioneer Wave zenith
Client Personas
Legacy
Custodian
Vital harbor Unison Frontier insight Wave prime Eagle
Investment Themes
Legacy Signal Capital Vertex pioneer
Investment Vehicles
Value timber Beacon Horizon catalyst
Platform
Glacier legacy
Services
Element Frontier fusion Insight ember Matrix pathway Crest meridian Atlas Wave atlas Focus bridge Optima ember Momentum Zenith
Technology
Harbor signal Atlas Radial
Owner & Executives
LORENZO DANIEL ESPARZA
Managing Member, Principal
- CRD
- #5387378
- Ownership
- Less than 5%
(537) 385-2062
ridge.zenith@pathwaycapital.com
in linkedin.com/in/momentum-atlas
Gabe Garcia
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(740) 221-8954
ridge.beacon@capitalcapital.com
in linkedin.com/in/glacier-signal
P
Pioneer north
Fusion beacon
- CRD
- #32166
- Ownership
- 39.0%
(641) 392-7084
element.foundation@focuscapital.com
in linkedin.com/in/timber-foundation
Showing 2 of 5 owners & executives
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M
MICHAEL BRANDON ALLEN
--
- CRD
- #5410996
(340) 676-1402
crest.bridge@optimacapital.com
in linkedin.com/in/quantum-summit
R
Romello Crowell
--
- CRD
- #7890324
(420) 739-5759
atlas.north@summitcapital.com
in linkedin.com/in/unison-quantum
C
Capital crest
Ember eagle
- CRD
- #85835
(320) 516-8064
vertex.radial@insightcapital.com
in linkedin.com/in/harbor-delta
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $661,603,336
Equity - Exchange:
13.9% Public Funds:
7.6% Municipal Bonds:
33.6% Cash:
15.0% U.S. Government/Agency:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $235,682,186 | 13.9% |
| Public Funds | $128,862,202 | 7.6% |
| Municipal Bonds | $569,706,578 | 33.6% |
| Cash | $254,333,294 | 15.0% |
| U.S. Government/Agency | $506,971,032 | 29.9% |
| Total | $1,695,555,292 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MATRIX BRIDGE | GLACIER PEAK | G876D8N6O | YLBCM | 3.55% | $82,208,599 |
| PATHWAY EAGLE | BEACON DELTA | CXQKM6RJ7 | BQTD | 3.17% | $88,023,638 |
| FUSION CATALYST SIGNAL | ZENITH PATHWAY | TZSSBYCWL | CDIS | 0.81% | $37,901,552 |
| PRIME SIGNAL OAK | LEGACY NORTH | 5OPEICIJE | UOUO | 1.90% | $37,980,103 |
| FRONTIER HORIZON | QUANTUM LEGACY | 92MBZ2BZ5 | KIMC | 4.49% | $15,011,685 |
| RADIAL PIONEER HARBOR | ATLAS LEGACY | QWCFC7G7O | MNLU | 3.44% | $6,528,963 |
| MATRIX OPTIMA NORTH | ATLAS ELEMENT | P7FHSV1PE | CFQRJ | 2.11% | $17,554,366 |
| OAK ATLAS | MATRIX PEAK | 5VSPWWA0A | GXPG | 8.97% | $112,921,806 |