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Manchester Capital Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $101,228,000
iShares US Preferred Stock ETF $28,199,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $26,208,000
Vanguard Small-Cap Growth Index Fund $15,492,000
PowerShares DB Agriculture Fund $10,295,000
Consumer Staples Select Sector SPDR Fund $9,588,000
Vanguard Mid-Cap Value Index Fund $7,529,000
iShares S&P 100 ETF $6,665,000
Health Care Select Sector SPDR Fund $6,065,000
Vanguard Information Technology Index Fund $5,681,000
iShares MSCI EAFE ETF $5,643,000
SPDR Dow Jones International Real Estate ETF $5,367,000
Vanguard 500 Index Fund $5,366,000
iShares Russell Mid-Cap Growth ETF $5,224,000
SPDR Dow Jones REIT ETF $5,027,000
Vanguard Small-Cap Value Index Fund $4,851,000
Vanguard Value Index Fund $4,607,000
Technology Select Sector SPDR Fund $4,521,000
Vanguard Emerging Markets Stock Index Fund $4,309,000
Vanguard Tax-Managed International Fund $3,767,000
iShares Micro-Cap ETF $3,237,000
iShares Russell 1000 Growth ETF $3,200,000
iShares S&P 500 Growth ETF $2,821,000
iShares Russell 2000 ETF $2,804,000
Utilities Select Sector SPDR Fund $2,783,000
Vanguard Mid-Cap Index Fund $2,597,000
iShares MSCI All Country Asia ex Japan ETF $1,956,000
Vanguard Mid-Cap Growth Index Fund $1,923,000
Financial Select Sector SPDR Fund $1,909,000
Vanguard Small-Cap Index Fund $1,864,000
Vanguard Global ex-US Real Estate Index Fund $1,529,000
iShares Russell 1000 ETF $1,526,000
Vanguard REIT Index Fund $1,505,000
iShares MSCI KLD 400 Social ETF $1,379,000
iShares MSCI Australia ETF $1,285,000
iShares Russell 1000 Value ETF $1,219,000
iShares MSCI EAFE Small-Cap ETF $826,000
SPDR S&P MidCap 400 ETF $822,000
iShares US Healthcare ETF $806,000
Energy Select Sector SPDR Fund $777,000
iShares Russell Mid-Cap ETF $643,000
iShares Core S&P Mid-Cap ETF $632,000
iShares Russell 2000 Value ETF $600,000
SPDR Gold Shares $597,000
Vanguard Growth Index Fund $591,000
Vanguard Dividend Appreciation Index Fund $556,000
iShares MSCI South Korea Capped ETF $477,000
PowerShares S&P 500 High Dividend Low Volatility Portfolio $465,000
iShares Core S&P Small-Cap ETF $460,000
iShares Global Consumer Staples ETF $400,000
iShares S&P 500 Value ETF $354,000
Vanguard Total Stock Market Index Fund $327,000
iShares MSCI New Zealand Capped ETF $326,000
iShares Russell Mid-Cap Value ETF $304,000
Consumer Discretionary Select Sector SPDR Fund $297,000
iShares TIPS Bond ETF $274,000
iShares Russell 2000 Growth ETF $234,000
iShares Russell 3000 ETF $221,000
PowerShares FTSE RAFI US 1000 Portfolio $168,000
iShares Core S&P 500 ETF $168,000
iShares North American Tech ETF $156,000
Vanguard Utilities Index Fund $149,000
iShares S&P Small-Cap 600 Value ETF $136,000
Vanguard Industrials Index Fund $120,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $116,000
iShares US Financial Services ETF $100,000
iShares US Consumer Goods ETF $94,000
SPDR S&P International Dividend ETF $93,000
iShares MSCI Emerging Markets ETF $88,000
Materials Select Sector SPDR Fund $86,000
Industrial Select Sector SPDR Fund $60,000
VanEck Vectors Agribusiness ETF $51,000
PowerShares Dynamic Pharmaceuticals Portfolio $49,000
First Trust Equity Opportunities ETF $41,000
PowerShares Buyback Achievers Portfolio $41,000
Vanguard Health Care Index Fund $41,000
iShares MSCI Japan ETF $37,000
Guggenheim Raymond James SB-1 Equity ETF $36,000
PowerShares Water Resources Portfolio $33,000
Guggenheim S&P Spin-Off ETF $31,000
PowerShares Dynamic Biotechnology & Genome Portfolio $28,000
SPDR S&P Dividend ETF $20,000
iShares US Telecommunications ETF $17,000
Vanguard FTSE All-World ex US Index Fund $15,000
iShares MSCI Pacific ex Japan ETF $15,000
iShares MSCI Singapore Capped ETF $14,000
iShares MSCI Mexico Capped ETF $13,000
Guggenheim Investments CurrencyShares Swiss Franc Trust $10,000
iShares MSCI USA ESG Select ETF $3,000
Schwab US Broad Market ETF $1,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $3.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $2.4M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    16

    name start date
    Jordan Rubin
    March 2016
    Andrew Ross Beresford
    March 2007
    Craig Stephen Lewis
    January 2018
    Harry Peterzell Gelles
    May 2016
    Bartholomew John Earley
    July 2007

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Edward Wright Cronin Chief Executive Officer, Board Of Managers, Member March, 1993 50% to 75%
      Peter Demott Swift Board Of Managers January, 2011 10% to 25%
      Jeremy Beckett Heidrick Managing Director, Member January, 2012 less than 5%
      Scott Nelson Swenor Chief Financial Officer, Member July, 2007 less than 5%
      Morgan Wayne Roberts Wealth Manager, Board Of Managers, Member January, 2009 less than 5%
      Amy Elizabeth Macleod Wealth Manager, Member January, 2012 less than 5%
      Alexander Michael Popovich Managing Director, Estate And Tax Planning January, 2018 less than 5%
      Andrew Ross Beresford President, Wealth Manager, Board Of Managers, Member January, 2012 less than 5%
      Bartholomew John Earley Director Of Research, Member January, 2012 less than 5%
      John Frederic Swift Board Of Managers January, 2011 less than 5%
      Brian Jarlath Vogel Wealth Manager, Member January, 2012 less than 5%
      Griffin Sivret Wealth Manager, Member January, 2014 less than 5%
      Jeffrey Stuart Hall Senior Managing Director, Member January, 2009 less than 5%
      Kraft Iii Bayard Randolph Chief Compliance Officer, Managing Director, Member November, 1998 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees