Montecito, CA Office

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.