Firm profile

Manchester Capital Management LLC

MANCHESTER, VTCRD 110003Registration Status: ApprovedEffective since April 7, 1993SEC # 801-43586Latest ADV July 6, 2026

Manchester Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manchester, VT. Its latest Form ADV filing, dated July 6, 2026, reports $2.8B in regulatory assets under management, 38 employees, 4 offices, and 1,457 accounts.

Assets Under Management
$2.8B
Employees
38
Offices
4 offices
Total Clients
234

Associated firm names

1 name listed
  • MANCHESTER CAPITAL MANAGEMENT LLC

Leadership

3 roles identified
CEOJeffrey S. Hall
CCORobyn V. Harrington
CFOScott N. Swenor

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

MANCHESTER, Vermont, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Vermont

MANCHESTERPrimary office

California

MONTECITO

New York

NEW YORK

Virginia

CHARLOTTESVILLE

4 office records listed · 4 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.8Bas of July 6, 2026
Discretionary97.9%
$2.8B
98% of total RAUM97.9%
Non-discretionary2.1%
$60M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 65.4% of total clients.
Top client categories% of clientsClients
1
HNWI
65.4%
153
2
Individuals
24.8%
58
3
Pooled Investment Vehicles
6.8%
16
4
Charitable
3.0%
7

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.8B
Total Accounts1,457
10Y AUM Change$-432M (-13.2%)

Private Funds

Private funds reported by Manchester Capital Management LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees38
Clients per Employee6:1
10Y Employee Change+3 (+8.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
EDWARD WRIGHT CRONINDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
50% to < 75%
EDWARD W. CRONIN JR. 2005 IRREVOCABLE TRUST FBO A. READ CRONINDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
10% to < 25%
EDWARD W. CRONIN JR. 2005 IRREVOCABLE TRUST FBO C. WRIGHT CRONINDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
10% to < 25%
JFS TWENTY PERCENT LLCDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
10% to < 25%
SEAN FREDERICK SWIFT TRUSTDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
5% to < 10%
III BAYARD RANDOLPH KRAFTDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
SCOTT NELSON SWENORDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
MORGAN WAYNE ROBERTSDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
BARTHOLOMEW JOHN EARLEYDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
BRIAN JARLATH VOGELDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
JEREMY BECKETT HEIDRICKDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
JEFFREY STUART HALLDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
GRIFFIN SIVRETDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
SUSAN WARREN SOFRONASDirect owner · Schedule AInterest in MANCHESTER CAPITAL MANAGEMENT LLC
< 5%
JOHN FREDERIC SWIFTIndirect owner · Schedule BInterest in JFS TWENTY PERCENT LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Manchester Capital Management LLC.

Reported ownership and control details

Form ADV · Filing date 2026-07-06 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1EDWARD WRIGHT CRONINCHAIRMAN BOARD OF MANAGERS, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLC50% to less than 75%Code DYesCHAIRMAN BOARD OF MANAGERS, MEMBER03/1993Schedule APDF page 89
2III BAYARD RANDOLPH KRAFTMANAGING DIRECTOR, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NAYesMANAGING DIRECTOR, MEMBER11/1998Schedule APDF page 89
3EDWARD W. CRONIN JR. 2005 IRREVOCABLE TRUST FBO A. READ CRONINMEMBERDomestic entityMANCHESTER CAPITAL MANAGEMENT LLC10% to less than 25%Code BNoMEMBER12/2006Schedule APDF page 89
4EDWARD W. CRONIN JR. 2005 IRREVOCABLE TRUST FBO C. WRIGHT CRONINMEMBERDomestic entityMANCHESTER CAPITAL MANAGEMENT LLC10% to less than 25%Code BNoMEMBER12/2006Schedule APDF page 89
5SCOTT NELSON SWENORCHIEF FINANCIAL OFFICER, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF FINANCIAL OFFICER, MEMBER07/2007Schedule APDF page 89
6MORGAN WAYNE ROBERTSWEALTH MANAGER, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NAYesWEALTH MANAGER, MEMBER01/2009Schedule APDF page 89
7JOHN FREDERIC SWIFTBOARD OF MANAGERSIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NAYesBOARD OF MANAGERS01/2011Schedule APDF page 89
8JFS TWENTY PERCENT LLCMEMBERDomestic entityMANCHESTER CAPITAL MANAGEMENT LLC10% to less than 25%Code BNoMEMBER01/2011Schedule APDF page 89
9BARTHOLOMEW JOHN EARLEYDIRECTOR OF RESEARCH, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NANoDIRECTOR OF RESEARCH, MEMBER01/2012Schedule APDF page 89
10BRIAN JARLATH VOGELWEALTH MANAGER, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NANoWEALTH MANAGER, MEMBER01/2012Schedule APDF page 89
11JEREMY BECKETT HEIDRICKMANAGING DIRECTOR, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NANoMANAGING DIRECTOR, MEMBER01/2012Schedule APDF page 89
12JEFFREY STUART HALLCHIEF EXECUTIVE OFFICER, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER, MEMBER01/2009Schedule APDF page 89
13GRIFFIN SIVRETWEALTH MANAGER, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NANoWEALTH MANAGER, MEMBER01/2014Schedule APDF page 89
14SEAN FREDERICK SWIFT TRUSTMEMBERDomestic entityMANCHESTER CAPITAL MANAGEMENT LLC5% to less than 10%Code ANoMEMBER12/2022Schedule APDF page 89
15ROBYN VIRGINIA HARRINGTONCHIEF COMPLIANCE OFFICERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER05/2025Schedule APDF page 89
16SUSAN WARREN SOFRONASMANAGING DIRECTOR, MEMBERIndividualMANCHESTER CAPITAL MANAGEMENT LLCLess than 5%Code NANoMANAGING DIRECTOR, MEMBER02/2024Schedule APDF page 89
17JOHN FREDERIC SWIFTOWNERIndividualJFS TWENTY PERCENT LLC75% or moreCode EYesOWNER01/2011Schedule BPDF page 90

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/6/2026 1:56:34 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.