Southport, CT Office

Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm provides discretionary portfolio management, financial planning and consulting, retirement plan consulting, and a Digital Asset Advisory Program designed to give clients exposure to digital assets, and it manages over $1 billion in discretionary assets.

MWAM describes a fiduciary, client-tailored approach that combines fundamental, quantitative and technical analysis with strategic asset allocation and a mix of long-term, short-term and trading strategies. The firm implements traditional equity and fixed-income management while also supporting venture capital, private equity, real estate and lending strategies through separately managed accounts and pooled vehicles, and conducts periodic account reviews and monitoring.

Notable distinctions include a network of affiliated managers and sponsored private funds for which MWAM or its affiliates serve as adviser, manager or general partner and that receive performance-based compensation (carried interest), and MWAM’s role in portfolio management for pooled vehicles. The firm also operates affiliated ancillary businesses (insurance, tax and real estate services), has licensed insurance services and dually-registered advisors who may facilitate placement of affiliated private fund interests; these relationships and related conflicts are disclosed in the firm’s brochure and addressed through suitability reviews and other policies.