Manhattan West Asset Management, LLC
Manhattan West Asset Management, LLC is an independent investment firm headquartered in Los Angeles, California. Founded in 2017, the firm provides wealth management and investment advisory services primarily to individuals, families, and institutions. As a modern boutique, Manhattan West leverages a holistic and personalized approach to financial planning and portfolio management, and is staffed by approximately 32 employees. The firm caters principally to high-net-worth clients, incorporating both traditional and alternative investment strategies.
Investment Strategy
Manhattan West Asset Management delivers a diversified investment approach by combining traditional public equity strategies with exposure to fixed income and alternative investments. The firm focuses on portfolio construction that achieves long-term appreciation and risk management across global markets. Key holdings regularly include blue-chip equities, municipal bond ETFs, and select emerging assets. Manhattan West also emphasizes customized advice, aligning portfolios to individual client goals while maintaining flexibility to adjust to changing market conditions, thus seeking to optimize returns through an active and adaptive management philosophy.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.58% | $24.1M | 48,508 | $343.12 | $497.41 | +$6.1M |
N NVDA | NVIDIA CORPORATION | 5.49% | $23.7M | 150,201 | $71.67 | $157.99 | +$9.9M |
C CMF | ISHARES TR | 4.36% | $18.8M | 337,861 | $55.87 | $55.74 | -$102.0K |
A AMZN | AMAZON COM INC | 4.07% | $17.6M | 80,275 | $148.58 | $219.39 | +$2.6M |
G GOOGL | ALPHABET INC | 3.62% | $15.6M | 88,771 | $129.68 | $176.23 | +$2.7M |