Manchester Capital Management Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 110003
· SEC file 801-43586
· Manchester, VT
· WWW.MCMLLC.COM
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ADV data as of Jul 06, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 234
- Avg AUM / client
- $12.1M
- Accounts
- 1,457
- Employees
- 38
AUM over time
$1.8B
$4.2B
Mar 29, 2012
Jul 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Investments (13F portfolio — 1,306 positions, $694,281,142)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $106,506,829 | 163,771 | 15.3% | 3.76% |
| 2 | Apple Inc | COM | $63,030,202 | 248,356 | 9.08% | 2.23% |
| 3 | United Parcel Svcs Inc | CL B | $33,378,085 | 339,277 | 4.81% | 1.18% |
| 4 | Ftai Aviation Ltd | SHS | $23,396,030 | 95,494 | 3.37% | 0.83% |
| 5 | Amazon Com Inc | COM | $22,620,830 | 108,613 | 3.26% | 0.8% |
| 6 | Vanguard Index Fds | S&P 500 ETF SHS | $22,093,995 | 36,974 | 3.18% | 0.78% |
| 7 | Nvidia Corporation | COM | $17,054,228 | 97,788 | 2.46% | 0.6% |
| 8 | Ishares Tr | ESG MSCI KLD 400 | $16,375,314 | 135,121 | 2.36% | 0.58% |
| 9 | Alphabet Inc | CAP STK CL C | $16,083,852 | 56,069 | 2.32% | 0.57% |
| 10 | Microsoft Corp | COM | $14,441,925 | 39,014 | 2.08% | 0.51% |
| 11 | Alphabet Inc | CAP STK CL A | $14,018,550 | 48,750 | 2.02% | 0.49% |
| 12 | Berkshire Hathaway Inc Del | CL B NEW | $13,029,928 | 27,191 | 1.88% | 0.46% |
| 13 | Vanguard Index Fds | MID CAP ETF | $9,186,161 | 31,987 | 1.32% | 0.32% |
| 14 | Vanguard Index Fds | VALUE ETF | $9,184,515 | 46,812 | 1.32% | 0.32% |
| 15 | Select Sector Spdr Tr | STATE STREET TEC | $6,889,138 | 51,837 | 0.99% | 0.24% |
| 16 | Tesla Inc | COM | $6,792,245 | 18,271 | 0.98% | 0.24% |
| 17 | Ishares Tr | S&P 100 ETF | $6,763,441 | 21,264 | 0.97% | 0.24% |
| 18 | Vanguard World Fd | INF TECH ETF | $5,904,107 | 8,462 | 0.85% | 0.21% |
| 19 | Johnson & Johnson | COM | $5,351,037 | 21,891 | 0.77% | 0.19% |
| 20 | Oracle Corp | COM | $5,319,204 | 36,158 | 0.77% | 0.19% |
| 21 | Vanguard Whitehall Fds | HIGH DIV YLD | $5,027,551 | 33,947 | 0.72% | 0.18% |
| 22 | Berkshire Hathaway Inc Del | CL A | $5,026,980 | 7 | 0.72% | 0.18% |
| 23 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $4,762,978 | 34,434 | 0.69% | 0.17% |
| 24 | Vanguard Index Fds | SMALL CP ETF | $4,737,361 | 18,087 | 0.68% | 0.17% |
| 25 | Merck & Co Inc | COM | $4,361,007 | 36,254 | 0.63% | 0.15% |
Top 25 of 1,306 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $25.3M | 0.89% |
| High net worth individuals | 153 | $2.2B | 77.6% |
| Pooled investment vehicles (non-investment companies) | 16 | $525M | 18.5% |
| Charitable organizations | 7 | $84.2M | 2.97% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $503M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Equinox Conservative Fund Lp | Hedge Fund | Vermont | $181M | 88 |
| Equinox Alternative Fund Lp | Hedge Fund | Vermont | $85.8M | 68 |
| Equinox Multi Strategy Fund Lp | Hedge Fund | Vermont | $39.4M | 57 |
| Equinox Private Equity Fund Ii, L.P. | Private Equity Fund | Vermont | $31.8M | 48 |
| Equinox Asia Overlook Fund Lp | Hedge Fund | Vermont | $29.8M | 32 |
| Equinox Venture Capital Fund Iv Lp | Venture Capital Fund | Vermont | $26.7M | 28 |
| Equinox Water Fund Lp | Other Private Fund | Vermont | $25.5M | 17 |
| Equinox Venture Capital Fund V, L.P. | Venture Capital Fund | Vermont | $23.3M | 20 |
| Equinox Venture Capital Fund Ii Lp | Venture Capital Fund | Vermont | $19.0M | 9 |
| Equinox Venture Capital Fund Iii Lp | Venture Capital Fund | Vermont | $15.6M | 23 |
| Equinox Venture Capital Fund Vi, Lp | Venture Capital Fund | Vermont | $11.4M | 38 |
| Equinox Private Equity Fund Iii Lp | Private Equity Fund | Vermont | $8.3M | 37 |
| Equinox Venture Capital Fund Vii, Lp | Venture Capital Fund | Vermont | $2.2M | 21 |
| Equinox Venture Capital Fund Lp | Venture Capital Fund | Vermont | $1.4M | 6 |
| Equinox Private Equity Fund Lp | Private Equity Fund | Vermont | $1.3M | 4 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Wright Cronin | Chairman Board Of Managers, Member | Mar 1993 (33y) | 50% – 75% | |
| Kraft, Iii, Bayard, Randolph | Chief Compliance Officer, Managing Director, Member | Nov 1998 (28y) | Less than 5% | |
| Swenor, Scott, Nelson | Chief Financial Officer, Member | Jul 2007 (19y) | Less than 5% | |
| Hall, Jeffrey, Stuart | Chief Executive Officer, Member | Jan 2009 (18y) | Less than 5% | |
| Morgan Wayne Roberts | Wealth Manager, Board Of Managers, Member | Jan 2009 (18y) | Less than 5% | |
| Griffin Sivret | Wealth Manager, Member | CFP | Dec 2009 (17y) | Less than 5% |
| Brian Jarlath Vogel | Wealth Manager, Member | CFA | Jan 2010 (17y) | Less than 5% |
| Swift, John, Frederic | Owner | Jan 2011 (16y) | ≈ 7.5% – 25% via Jfs Twenty Percent Llc | |
| Bartholomew John Earley | Director Of Research, Member | CFP CFA | Jan 2012 (15y) | Less than 5% |
| Heidrick, Jeremy, Beckett | Managing Director, Member | Jan 2012 (15y) | Less than 5% | |
| Popovich, Alexander, Michael | Member | Jan 2018 (9y) | Less than 5% | |
| Philip Todd Kirshman | Registered representative | CFP CFA | Nov 2021 (5y) | |
| Maria Isabel Bolanos Wong | Registered representative | Aug 2022 (4y) | ||
| Alexander James Puziol | Registered representative | May 2024 (2y) | ||
| Miroslava Martinez | Registered representative | Nov 2024 (2y) | ||
| Susan Warren Sofronas | Registered representative | Nov 2024 (2y) | ||
| Cory James Boggs | Registered representative | CFA | Jan 2025 (2y) | |
| Frederick W L Hinkley | Registered representative | Nov 2025 (1y) | ||
| Cynthia Rozelle | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Edward W. Cronin Jr. 2005 Irrevocable Trust Fbo A. Read Cronin | Member | Dec 2006 | A | 10% – 25% |
| Edward W. Cronin Jr. 2005 Irrevocable Trust Fbo C. Wright Cronin | Member | Dec 2006 | A | 10% – 25% |
| Jfs Twenty Percent Llc | Owner | Jan 2011 | A | 10% – 25% |
| Sean Frederick Swift Trust | Member | Dec 2022 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Swift, John, Frederic: 75% – 100% of Jfs Twenty Percent Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $503M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Equinox Conservative Fund Lp | Hedge Fund | $181M | $250K | 88 |
| Equinox Alternative Fund Lp | Hedge Fund | $85.8M | $250K | 68 |
| Equinox Multi Strategy Fund Lp | Hedge Fund | $39.4M | $250K | 57 |
| Equinox Private Equity Fund Ii, L.P. | Private Equity Fund | $31.8M | $250K | 48 |
| Equinox Asia Overlook Fund Lp | Hedge Fund | $29.8M | $250K | 32 |
| Equinox Venture Capital Fund Iv Lp | Venture Capital Fund | $26.7M | $250K | 28 |
| Equinox Water Fund Lp | Other Private Fund | $25.5M | $250K | 17 |
| Equinox Venture Capital Fund V, L.P. | Venture Capital Fund | $23.3M | $250K | 20 |
| Equinox Venture Capital Fund Ii Lp | Venture Capital Fund | $19.0M | $250K | 9 |
| Equinox Venture Capital Fund Iii Lp | Venture Capital Fund | $15.6M | $250K | 23 |
| Equinox Venture Capital Fund Vi, Lp | Venture Capital Fund | $11.4M | $250K | 38 |
| Equinox Private Equity Fund Iii Lp | Private Equity Fund | $8.3M | $250K | 37 |
| Equinox Venture Capital Fund Vii, Lp | Venture Capital Fund | $2.2M | $250K | 21 |
| Equinox Venture Capital Fund Lp | Venture Capital Fund | $1.4M | $250K | 6 |
| Equinox Private Equity Fund Lp | Private Equity Fund | $1.3M | $250K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 3.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (83% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗