First Manhattan
TL;DR
Investment management firm operating continuously since 1964, serving primarily high-net-worth individuals with equity and fixed-income portfolios, wealth planning and trust services.
$38.1 billion
Regulatory AUM
As of ADV filing 2026-08-13
6,294
Accounts / Clients
6,080 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
147
Team Size
employees, 51 advisory
49 yrs
Years Registered
First registered 1977
About First Manhattan
Investment management firm operating continuously since 1964, serving primarily high-net-worth individuals with equity and fixed-income portfolios, wealth planning and trust services.
Office: 399 Park Avenue, New York, NY 10022.
Best for: High-net-worth households wanting portfolio managers plus in-house wealth planning and trusts
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD325281
RegistrationSEC-registered
First registration1977
Regulatory AUM$38.1 billion
ADV filing date2026-08-13
Accounts6,294
Clients6,080 individual and high-net-worth clients
Employees147
Advisory employees51
Fee modelAdvisory fees; ADV 2A discloses brokerage commissions through an affiliated broker-dealer
MinimumNot disclosed; ADV 2A says a starting portfolio minimum applies without a figure
Disclosure events (Item 11)0
DesignationsCFP and CFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 325281, as of ADV filing 2026-08-13, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 10 of 10
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