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Manchester Capital Management LLC
Manchester Capital Management LLC is a multi-family office and SEC-registered investment adviser headquartered in Manchester, Vermont. Founded in 1993, the firm provides portfolio management, family office, and private real estate services to high-net-worth families and individuals. It is guided and owned by its partners and select founding families, employing approximately 36 professionals as of 2025. Manchester Capital Management focuses on tailored, comprehensive financial solutions, serving families seeking sophisticated wealth management and planning.
Investment Strategy
Manchester Capital Management LLC employs a customized, client-centric investment strategy focused on portfolio management, family office services, and private real estate. Investments are managed on both discretionary and non-discretionary bases, with ongoing monitoring and a focus on the client’s unique circumstances, preferences, and values. The firm's approach emphasizes diversification through equities, ETFs, and alternative assets, while integrating advice on stewarding wealth across generations. Manchester Capital also collaborates with third-party managers and maintains long-term relationships to align portfolios with clients’ evolving goals.
Latest 13F Filing Activity
Manchester Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,190 equity positions and 1 options positions with a total 13F market value of $761M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., SPDR S&P 500 Etf TR among other positions. Manchester Capital Management LLC reduced exposure to United Parcel Service Inc., Price T Rowe Group Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (1,190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 14.53% | $110.6M | 179,026 | $228.06 | $617.85 | +$4.3M |
A AAPL | APPLE INC | 6.97% | $53.0M | 258,516 | $58.28 | $205.17 | -$4.6M |
U UPS | UNITED PARCEL SERVICE INC | 5.06% | $38.5M | 381,483 | $93.35 | $100.94 | -$15.9M |
A AMZN | AMAZON COM INC | 3.17% | $24.1M | 109,955 | $88.80 | $219.39 | +$3.2M |
V VOO | VANGUARD INDEX FDS | 3.07% | $23.3M | 41,101 | $316.68 | $568.03 | +$734.5K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | New | Put | $1.0M | 50 | $205.17 | $205.17 | +50 | +$1.0M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Manager | Manchester, VT , United States | |
C Cynthia Larson | Investment Associate | West Pawlet, VT , United States | |
 | Investment Associate | Santa Barbara, CA , United States | |
 | Investment Associate | Charlottesville, VA , United States |
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