|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Manhattan West Asset Management LLC
✚
|
|
|---|---|
| CRD # | 283630 |
| SEC # | 801-107862 |
| CIK # | 0001904770 |
| AUM | $1.0 B (2025-07-14) |
| Employees | 32 (100% Investors, 0% Brokers) |
| Phone | 310-341-4585 |
| Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.1 | ||
| Nvidia Corp | 23.7 | ||
| Amazon Com Inc | 17.6 | ||
| Alphabet Inc | 15.6 | ||
| Apple Inc | 12.7 | ||
| Broadcom Inc | 9.7 | ||
| Trebia Acquisition Corp | 8.8 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Netflix Inc | 6.5 | ||
| Citigroup Inc | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 31.4 |
| (b) Individuals (high net worth individuals) | 178 | 495.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 45 | 466.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 10.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 1,011.7 |
| By Discretionary | ||
| Discretionary | 368 | 1,009.3 |
| Non-Discretionary | 16 | 2.4 |
| Total | 384 | 1,011.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 125.8 | |
| United States Persons | 885.9 | |
| Total | 384 | 1,011.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lorenzo Esparza | 67 | ||
| Hubert Ryan | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904770] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granville Capital Inc
✚
|
NC | 1.1 |
|
Godwin Capital Group LLC
✚
|
GA | 1.1 |
|
Mount Lucas Management LP
✚
|
PA | 1.1 |
|
Seer Capital Management LP
✚
|
NY | 1.1 |
|
Overbrook Management Corporation
✚
|
NY | 1.1 |
|
MG Financial LLC
✚
|
MA | 1.1 |
|
Andina Capital Management LLC
✚
|
UT | 1.0 |
|
Toth Financial Advisory Corp
✚
|
VA | 1.0 |
|
Sonen Capital LLC
✚
|
CA | 1.0 |
|
Anderson Growth Partners LLC
✚
|
AL | 0.9 |