# Manhattan West Asset Management, LLC

> Manhattan West Asset Management, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 283630
- Filed as: MANHATTAN WEST ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283630
- AdvisorCensus page: https://advisorcensus.com/firm/manhattan-west-asset-management-llc-los-angeles-ca-283630

## Quick answers

**How is Manhattan West Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Manhattan West Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Manhattan West Asset Management, LLC located?**
Manhattan West Asset Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Manhattan West Asset Management, LLC registered with the SEC or a state?**
Manhattan West Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283630.

**How much does Manhattan West Asset Management, LLC manage?**
Manhattan West Asset Management, LLC reports $1,163,735,315 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Manhattan West Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Manhattan West Asset Management, LLC: Regulatory assets under management: $204,308,517 in the October 2021 data and $1,163,735,315 in the October 2026 data, up 470%. Total employees: 13 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Manhattan West Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (150); pooled investment vehicles (other than investment companies and business development companies) (45).

**Which custodians does Manhattan West Asset Management, LLC use?**
Manhattan West Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Manhattan West Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283630

**What changed in Manhattan West Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 32 to 33. Regulatory assets under management went from $1,011,698,480 to $1,163,735,315 (+15%). Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,163,735,315
- Discretionary: $1,163,735,315
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $44,114,944 |
| High net worth individuals | 150 | $577,678,085 |
| Pooled investment vehicles (other than investment companies and business development companies) | 45 | $502,131,979 |
| Charitable organizations | 3 | $28,447,885 |
| Corporations or other businesses not listed above | 4 | $11,362,422 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 36 total, 33 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, NC, NJ, NV, NY, OK, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- manhattanwest.com
- Facebook @MANHATTAN-WEST-ASSET-MANAGEMENT-637648473081002
- LinkedIn @manhattan-west-enterprise-llc
- X @mwestasset

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $204,308,517 | 13 | April 27, 2021 |
| October 2022 | $633,847,791 | 30 | March 25, 2022 |
| October 2023 | $737,222,535 | 29 | March 31, 2023 |
| October 2024 | $1,037,624,086 | 34 | July 17, 2024 |
| October 2025 | $1,011,698,480 | 32 | July 14, 2025 |
| October 2026 | $1,163,735,315 | 36 | July 14, 2026 |

Regulatory assets under management: $204,308,517 in the October 2021 data and $1,163,735,315 in the October 2026 data, up 470%.
Total employees: 13 in October 2021 and 36 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 32 to 33.
- Regulatory assets under management went from $1,011,698,480 to $1,163,735,315 (+15%).
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Manhattan West Asset Management, LLC (CRD 283630): Form ADV filing data as of October 2026.