|
⚲
|
| First Manhattan Co
✚
|
|
|---|---|
| CRD # | 1845 |
| SEC # | 801-12411 |
| CIK # | 0000728083 |
| AUM | $29.9 BB (2023-01-31) |
| Employees | 114 (39% Investors, 80% Brokers) |
| Phone | 212-756-3300 |
| Address | 399 Park Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 1.4 | |
| AAPL | 2,382.8 | 1.3 | |
| UNH | 477.0 | 0.8 | |
| AZO | 41.4 | 0.6 | |
| GOOG | 1,482.6 | 0.6 | |
| DHR | 183.1 | 0.5 | |
| ORCL | 182.8 | 0.5 | |
| KKR | 28.8 | 0.4 | |
| TMO | 209.7 | 0.4 | |
| HON | 119.8 | 0.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | FM Civan Investment II LP | 2021-03-31 | 7.3 | |
| PE | FM Civan Investment LP | 2021-03-31 | 36.9 | |
| Other | FMC Research Fund LP | 2021-03-31 | 85.8 | |
| PE | FMZ Ventures Fund LP | 2021-03-31 | 138.6 | |
| HF | Greenleaf Partners Fund LP | [2020-03-26] | 17.2 | 11.2 |
| Other | Nautican Capital LP | 2018-06-28 | 3.6 | |
| HF | FM First China Portfolio LP | 2014-03-20 | 48.4 | |
| HF | First Biomed LP | 2012-03-27 | 220.7 | |
| HF | First Biomed Portfolio LP | 2012-03-27 | 91.9 | |
| Other | First de Novo LP | 2012-03-27 | 7.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,815 | 0.6 |
| (b) Individuals (high net worth individuals) | 3,273 | 25.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 1.5 |
| (g) Pension and profit sharing plans | 106 | 1.3 |
| (h) Charitable organizations | 99 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,308 | 29.9 |
| By Discretionary | ||
| Discretionary | 5,308 | 29.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,308 | 29.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 28.9 | |
| Total | 5,308 | 29.9 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| First Manhattan Co | 7 | ||
| Matthew Shaver | 2 | ||
| David Yazdan | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000728083] | |
| 3 | [0000728083] | |
| SC 13D | [0000728083] | |
| SC 13G | [0000728083] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Rosenman Herm | |
| First BioMed Management Associates LLC | |
| Keating Melvin L | |
| Norton David Y | |
| First Manhattan Co LLC | |
| Vivus Inc | |
| Biro Jon C |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BlackRock Capital Investment Advisors LLC
✚
|
DE | 39.0 |
|
Investure LLC
✚
|
VA | 30.6 |
|
Voya Alternative Asset Management LLC
✚
|
NY | 25.8 |
|
First Pacific Advisors LP
✚
|
CA | 24.3 |
|
First Manhattan Co LLC
✚
|
NY | 23.6 |
|
Rockefeller & Co LLC
✚
|
NY | 22.7 |
|
Oppenheimer & Co Inc
✚
|
NY | 22.7 |
|
BTG Pactual Asset Management US LLC
✚
|
NY | 22.3 |
|
Fiera Capital Inc
✚
|
NY | 21.6 |
|
Summit Rock Advisors LP
✚
|
NY | 19.9 |