Manchester, VT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Manchester Capital Management LLC
Team
Firm-wide stats for Manchester Capital Management LLC
Clients per advisor
18 Very LowAvg AUM per client
$10,535,960 Very HighHNW client ratio
73% Very HighAbout
Manchester Capital Management provides investment advisory and wealth-management services to high‑net‑worth individuals and families, family office entities, trusts and foundations, corporations and pooled investment vehicles. Its offerings include discretionary and non‑discretionary portfolio management, manager selection and monitoring, private fund management (the Equinox Funds), Family Office CFO services, private real estate advisory, and standalone consulting.
The firm emphasizes an asset‑allocation approach implemented mainly through a vetted list of third‑party managers and pooled investment vehicles, with oversight from an internal Strategy Group and Investment Committee; it typically manages client portfolios on a discretionary basis and uses primarily long‑term positions with occasional tactical moves and limited option strategies. For qualified clients MCM also recommends or sponsors private placements and limited partnerships and operates multiple Equinox funds — largely fund‑of‑funds that allocate to underlying third‑party managers as well as a concentrated Equinox Water public equity strategy — alongside coordinated family office and real‑estate services.
Noteworthy distinctions include acting as adviser and managing general partner for a wide family of private funds (and managing portfolio allocations to pooled vehicles), being deemed to have custody of certain client and fund assets (with the accompanying annual surprise examination and disclosure practices), and noting that some funds may be treated as commodity pools while the firm relies on an exemption from CFTC registration. The brochure also discloses that MCM provides bill‑pay and cash‑management Family Office CFO services and direct real‑estate oversight with transaction and development fees, creating additional operational and conflict‑management considerations that the firm says it addresses through policies, disclosures and governance.
Based on Manchester Capital Management LLC
Expertise
Based on Manchester Capital Management LLC
Location
3657 Main Street
Manchester VT 05254
Advisors at this office
6
Advisors at this office
Morgan R
Manchester, VT
Manchester Capital Management LLC
Morgan Roberts is a financial advisor at Manchester Capital Management LLC with 26 years of industry experience. He has been with Manchester Capital Management since 1998. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.
Brian V
CFA®
Manchester, VT
Manchester Capital Management LLC
Brian Vogel is a CFA® charterholder with 16 years of industry experience. He has been with Manchester Capital Management LLC since 2009. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and a vetted selection of third-party managers.
Griffin S
CFP®, Series 65
Manchester, VT
Manchester Capital Management LLC
Griffin Sivret is a financial advisor at Manchester Capital Management LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Manchester Capital Management since 2012. Manchester Capital Management provides advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process centers on customized Investment Policy Statements and strategic asset allocation, managing portfolios through a vetted list of third-party managers and offering private fund management, family office services, and private real estate development.
Edward C
Series 63, Series 65
Manchester, VT
Manchester Capital Management LLC
Edward Cronin Jr. is a financial advisor with Manchester Capital Management LLC in Manchester, VT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Manchester Capital Management since 1993 and also serves with the Equinox Conservative Fund, L.P. since 1992. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, employing a strategic asset allocation approach and ongoing portfolio monitoring.
Bartholomew E
CFP®, CFA®, Series 63, Series 66
Manchester, VT
Manchester Capital Management LLC
Bartholomew Earley is a CFP® and CFA® with 18 years of industry experience. He has been with Manchester Capital Management LLC since 2007. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and acts as investment adviser and Managing General Partner for a series of private limited partnerships, with an investment process focused on strategic asset allocation and ongoing portfolio monitoring.
Cynthia R
Series 65
Manchester, VT
Manchester Capital Management LLC
Cynthia Rozelle is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Manchester Capital Management since 2014. Outside of her advisory role, she is the owner of Transport Jakyla LLC, a trucking business. Manchester Capital Management provides advisory services to individuals, families, pension plans, trusts, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and ongoing portfolio monitoring.
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