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MANCHESTER CAPITAL MANAGEMENT LLC
CRD 110003File 801-43586
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.83B
Top 25% of cohort (national)
Discretionary AUM
$2.77B
Non-discretionary $60.1M
Clients
234
1,457 accounts
Employees
38
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 38 | increased by2 |
| Apr 1, 2026 | Clients | 253 | 234 | decreased by19 |
| Apr 1, 2026 | AUM | $3,535,130,537 | $2,832,800,084 | decreased by$702,330,453 |
| Apr 1, 2026 | Accounts | 1,664 | 1,457 | decreased by207 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 38 | 36 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 254 | 253 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,722,271,304 | $3,535,130,537 | decreased by$187,140,767 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,680 | 1,664 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 38 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 271 | 254 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,707,935,412 | $3,722,271,304 | increased by$14,335,892 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,588 | 1,680 | increased by92 |
| Apr 1, 2022 | Employees | 36 | 33 | decreased by3 |
| Apr 1, 2022 | Clients | 255 | 271 | increased by16 |
| Apr 1, 2022 | AUM | $3,616,897,170 | $3,707,935,412 | increased by$91,038,242 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MANCHESTER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MANCHESTER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.