MANCHESTER CAPITAL MANAGEMENT LLC

CRD 110003File 801-43586

APPROVED

Retail clients

Custody

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.83B

Top 25% of cohort (national)

Discretionary AUM

$2.77B

Non-discretionary $60.1M

Clients

234

1,457 accounts

Employees

Top 10% of cohort in VT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Apr 7, 1993
Principal office: 3657 MAIN STREET, MANCHESTER, VT, 05254
Phone: 802-362-4410
Website: HTTP://WWW.MCMLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.83B
Discretionary AUM: $2.77B
Non-discretionary AUM: $60.1M
Discretionary accounts: 1,429
Non-discretionary accounts: 28
Total accounts: 1,457
AUM per client: $12.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	7	$84.2M
High net worth individuals	153	$2.20B
Pooled investment vehicles	16	$525.5M
Individuals (other than high net worth individuals)	58	$25.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: Yes
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.