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| Happy Holidays!! thanks for using AUM13F!! |
| Manchester Capital Management LLC
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| CRD # | 110003 |
| SEC # | 801-43586 |
| CIK # | 0001393389 |
| AUM | $3.5 B (2025-05-13) |
| Employees | 36 (42% Investors, 0% Brokers) |
| Phone | 802-362-4410 |
| Address | 3657 Main Street Manchester, VT 05254 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 54.1 | ||
| United Parcel Service Inc | 38.5 | ||
| Amazon Com Inc | 24.1 | ||
| Microsoft Corp | 20.7 | ||
| Nvidia Corp | 15.8 | ||
| Fortress Transportation & Infrastructure Investors LLC | 13.0 | ||
| Alphabet Inc | 9.8 | ||
| Alphabet Inc | 9.6 | ||
| Price T Rowe Group Inc | 9.5 | ||
| Oracle Corp | 8.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Equinox Private Equity Fund IV LP | 2025-03-12 | 0.7 | |
| VC | Equinox Venture Capital Fund VII LP | 2021-12-03 | 4.0 | |
| PE | Equinox Private Equity Fund III LP | [2020-03-18] | 4.4 | 8.9 |
| VC | Equinox Venture Capital Fund VI LP | 2019-11-13 | 12.7 | |
| VC | Equinox Venture Capital Fund V LP | 2018-06-20 | 23.7 | |
| PE | Equinox Private Equity Fund II LP | [2018-03-29] | 4.4 | 30.6 |
| VC | Equinox Venture Capital Fund IV LP | [2017-03-06] | 1.6 | 27.6 |
| VC | Equinox Venture Capital Fund III LP | [2013-03-20] | 7.6 | 14.4 |
| HF | Equinox Alternative Fund LP | [2012-03-29] | 60.8 | 93.8 |
| HF | Equinox Alternative Offshore Fund LP | [2012-03-29] | 35.7 | 7.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 0.1 |
| (b) Individuals (high net worth individuals) | 174 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 0.5 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (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 | 1,664 | 3.5 |
| By Discretionary | ||
| Discretionary | 1,612 | 3.0 |
| Non-Discretionary | 52 | 0.6 |
| Total | 1,664 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 1,664 | 3.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Swift | 18 | ||
| Robert Stillwell | 10 | ||
| Dick Grant | 7 | ||
| Ronald Bassett | 7 | ||
| Thomas Pickens | 7 | ||
| Morgan Roberts | 19 | ||
| Scott Swenor | 18 | ||
| Peter Swift | 16 | ||
| Bayard Kraft III | 15 | ||
| Edward Cronin Jr | 14 | ||
| Manchester Capital Management LLC | 13 | ||
| Manchester Capital Management | 13 | ||
| Scott Sweenor | 12 | ||
| 1 Manchester Capital Management LLC | 10 | ||
| Murray Stolz | 9 | ||
| Murray Stoltz | 9 | ||
| Andrew Beresford | 9 | ||
| Edward Cronin | 3 | ||
| 1 Manchester Capital Management | 1 | ||
| Mancester Capital Management LLC | 1 | ||
| TBP Management LLC | 1 | ||
| Manchester Capital M | 1 | ||
| Peter Swfit | 1 | ||
| BP Capital LP | 1 | ||
| Bayard Kraft Iiii | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001393389] |
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PA | 0.4 |
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NC | 0.3 |
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Preston Wealth Advisors LLC
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0.2 |