MANHATTAN WEST ASSET MANAGEMENT, LLC

C15
CRD 283630·SEC 801-107862·LOS ANGELES, CA
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANHATTAN WEST ASSET MANAGEMENT, LLC
CRD
283630
SEC file #
801-107862
EIN
000000000
DBA names

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
'20'26
$184.2M → $1.16B▲ +532%
Client mix
Individuals Other181
Individuals High Net Worth150
Pooled Investment Vehicles45
Corporations4
Charitable Organizations3

Operations

Employees (total)
36
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'20'26
6 advisors → 33 advisors▲ +450%
Primary office
LOS ANGELES CA
Branches

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MANHATTAN WEST OWNERSHIP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MANHATTAN WEST OWNERSHIP
ESPARZA, LORENZO, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:manhattanwest.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001904770
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001420506-26-001001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Raymond James8
Jpmorgan8
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
1999 AVENUE OF THE STARSSUITE 2500LOS ANGELES, CA 90067
Business
1999 AVENUE OF THE STARSSUITE 2500LOS ANGELES, CA 90067
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0001420506-26-001001
13F-HR2026-02-02 · 0001420506-26-000123
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No