Manhattan West

What Manhattan West does

Manhattan West is a Los Angeles-based wealth management and strategic investment firm founded in 2016, operating two integrated lines of business: a Private Wealth platform and a Private Markets platform. The Private Wealth business delivers discretionary wrap portfolio management (max 2.00% annualized AUM fee), financial planning ($15K-$50K flat fees or up to $500/hr), retirement plan consulting (max 1.00% of plan assets), in-house tax services, and business management to HNW and UHNW individuals, families, family offices, endowments, foundations, RIAs, and PE/VC investors, with a $3 million minimum account size. Securities are offered through Finalis Securities LLC (FINRA/SIPC), and client portal/portfolio reporting is delivered through Orion Advisor; the firm itself does not develop proprietary technology products.

The Private Markets business operates through the Manhattan West Private Equity Fund (inaugural close December 2022), which invests in lower-middle-market companies in media, entertainment, sports, and consumer sectors, with a target of 15% annual cash yield across the portfolio. Notable PE investments include Vino Vault (2022, sold to UOVO in 2024), Round Room Live (2022 management buyout), the Formula 1 Exhibition (2022 lead investor), Volo Sports (April 2024), and Good Good Golf ($45M round, March 2025). The VC arm offers qualified investors curated access to private companies including Anthropic, SpaceX, Anduril, Discord, Epic Games, Klarna, and 100 Thieves.

As of December 2024, Manhattan West serves 700+ clients across 35 U.S. states and 21 countries with over $1 billion in AUM, supported by 51-100 employees distributed across Los Angeles headquarters, Southport CT, Orange County CA, and advisor-led coverage of the tri-state area and southeast Florida. CEO and Founding Principal Lorenzo Esparza leads the firm, with Matt Gibbons heading the Private Equity division since 2019. The firm's distribution advantage rests on a curated network of athletes, celebrities, and operators that drives both client referrals and proprietary deal flow.

Name

Manhattan West

Legal name

Manhattan West Asset Management, LLC

Website

https://manhattanwest.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

Manhattan West is a Los Angeles-based wealth management and alternative investment firm serving HNW and UHNW clients, family offices, and institutions with integrated wrap portfolio management, tax, and private market investments across media, entertainment, sports, and consumer sectors, managing over $1 billion in AUM for 700+ clients.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)

akta.pro primary industry

High-Net-Worth (HNW) Private Banking (FSABADAB)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

Keywords

• Wealth management services
• Private equity investing
• Financial planning advisory
• Alternative investments
• Retirement plan consulting

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wrap Portfolio Management Fees: Manhattan West Asset Management charges an annualized wrap fee for its comprehensive portfolio management service. Fees are negotiable with a maximum annual fee not exceeding 2.00% of account assets under management. Fees are billed pro-rata quarterly in advance and include most transaction costs and custodian fees, making them higher than typical asset-based advisory fees. The firm earns more as assets under management grow, creating alignment between firm and client outcomes.
2. Financial Planning and Consulting: The firm charges hourly fees (maximum $500/hour) or flat fees (ranging from $15,000 to $50,000) for financial planning and consulting services. Written financial plans are generally assessed a minimum fee of $15,000.
3. Retirement Plan Consulting: Retirement plan consulting services are billed on a percentage of plan assets under management, with the maximum annual fee not to exceed 1.00% of plan assets.
4. Private Investment Fund Management: Affiliates of MWAM earn management fees and performance-based fees on assets in private investment funds recommended to qualified clients. These include the Manhattan West Private Equity Fund targeting media, entertainment, sports, and consumer sectors, aiming to provide investors with a 15% annual cash yield across the portfolio.
5. Non-Wrap Account Transaction Fees: Non-Wrap Accounts do not charge a transaction fee per trade; instead, transaction costs are borne directly by the client and deducted from the account by the custodian.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Manhattan West is an integrated wealth management and strategic investment firm that delivers Private Wealth Management and Private Markets solutions to high-net-worth individuals, families, family offices, and institutional investors. Its wealth platform provides discretionary wrap portfolio management, financial planning, retirement plan consulting, tax services, and business management, while its private markets platform offers proprietary access to private equity, venture capital, real estate, and private debt investments sourced through the firm's operator and celebrity network.

Product overview

Manhattan West is a wealth management and strategic investment firm offering an integrated platform combining Private Wealth Management and Private Markets. The platform provides comprehensive wrap portfolio management, financial planning, tax services, and business management to high-net-worth clients (minimum $3M-$5M AUM), while simultaneously offering proprietary alternative investments through its Private Equity and Venture Capital divisions. The firm manages over $1 billion in AUM across 35 U.S. states and 21 countries, serving 700+ clients including HNW/UHNW individuals, family offices, endowments, and institutional investors. Their Select Investments portfolio spans 30+ private companies across AI, space technology, sports, entertainment, media, and consumer sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Next-generation investment platform designed for high-net-worth individuals and families, providing tailored wealth management services including portfolio management, financial planning, investment consulting, and retirement plan consulting.
• Comprehensive Wrap Portfolio Management Discretionary portfolio management service with continuous monitoring and rebalancing based on client goals, risk tolerance, and time horizons; requires minimum account balance of $3,000,000 and charges a maximum annual wrap fee of 2.00% of AUM billed pro-rata quarterly in advance.
• Financial Planning Written financial plans and consulting services for individuals and institutions covering retirement planning, tax strategies, estate planning, cash management, and investment management; charged as flat fees from $15,000 to $50,000 or hourly up to $500/hour.
• Retirement Plan Consulting Comprehensive retirement plan consulting services for businesses and organizations, billed on a percentage of plan assets under management with maximum annual fee not exceeding 1.00% of plan assets.
• Tax Services In-house tax planning and preparation services integrated with wealth management, including tax-efficient rebalancing, charitable giving coordination, and estate strategies.
• Business Management Integrated business management services for high-net-worth clients, coordinated with Manhattan West's wealth management and tax planning teams.
• Private Markets Access to highly innovative private companies worldwide for qualified investors, including private equity, venture capital, real estate, and private debt investments sourced through Manhattan West's proprietary deal flow.
• Manhattan West Private Equity Fund Inaugural private equity fund targeting lower-middle-market companies in media, entertainment, sports, and consumer sectors; charges management fees and performance-based fees on assets in the fund, and aims to provide investors with a 15% annual cash yield.
• Venture Capital Opportunities Exclusive venture capital opportunities in cutting-edge sectors including AI, space exploration, software, and climate technology, leveraging proprietary deal flow to identify innovative founders and market-defining companies.
• Private Equity (Direct Investments) Active value-add investor in lower-middle-market companies focused in media, entertainment, sports, and consumer sectors; the Manhattan West Private Equity Fund targets 15% annual cash yield.

Quantifiable outcome

• Over $1 billion in assets under management
• +4 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Finalis Securities LLCcoreChannel Partner/ Reseller/ DistributorSecurities are offered through Finalis Securities LLC, Member FINRA/SIPC. Finalis provides the regulatory infrastructure, custody, and brokerage services for Manhattan West's client accounts. Finalis is located at 450 Lexington Ave, New York, NY 10017. Manhattan West and Finalis are separate, unaffiliated entities.
• EY (Ernst & Young)minorOthersManhattan West's crypto investing insights article references EY's Institutional Digital Assets Survey, citing that 73% of institutional investors reportedly plan to increase their digital asset holdings.
• SpaceXcoreStrategic or Co-development PartnerManhattan West's Perspectives article on data center investments references SpaceX as a key strategic partner for orbital infrastructure deployment. Starcloud relies on SpaceX's Starship rocket for deploying its 3-ton Starcloud-3 spacecraft. Manhattan West's portfolio includes SpaceX as a direct investment.
• NVIDIAcoreTechnology or IntegrationManhattan West's data center investment perspective references NVIDIA Blackwell chips as a key technology powering next-generation orbital data centers. Starcloud-2 plans to feature NVIDIA Blackwell chips and AWS hardware.
• Amazon Web Services (AWS)coreTechnology or IntegrationManhattan West's investment perspective on orbital data centers references AWS hardware as part of the technology stack for space-based compute. Starcloud-2 is planned to feature AWS hardware alongside NVIDIA Blackwell chips.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large independent RIA serving HNW/UHNW clients with integrated wealth management, tax, and alternative investments. Directly comparable in service breadth and target client segment, though significantly larger in AUM.
• Hightower Advisors: National RIA platform serving HNW clients through partnership model with advisor teams. Comparable in HNW focus, integrated wealth services, and multi-office advisory model.
• Mariner Wealth Advisors: National wealth advisory firm offering integrated financial planning, tax, estate, and alternative investments to HNW/UHNW clients. Closely comparable in vertically integrated platform and HNW/UHNW target.
• Focus Financial Partners: Partnership platform for independent RIAs serving HNW clients, with broad wealth management and alternative investment offerings. Comparable in HNW RIA focus and multi-advisor model.
• Cresset Capital Management: Wealth management and family office platform for ultra-high-net-worth clients with integrated private investing. Comparable in UHNW focus, integrated platform, and entertainment/sports deal flow.
• Aspiriant: Independent RIA providing wealth management, tax, and estate planning for HNW/UHNW clients. Comparable in integrated wealth services and HNW target segment.
• Corient: National wealth management firm serving ultra-high-net-worth individuals and families with integrated advisory, tax, and alternative investments. Comparable in UHNW focus and integrated platform.

Broad incumbents

• Goldman Sachs Private Wealth Management: Bulge bracket wealth manager serving UHNW clients with comprehensive advisory and alternative investments. Comparable in HNW/UHNW client focus and alternative investments offering, but far larger scale and broader product set.
• Morgan Stanley Wealth Management: Major wirehouse wealth management business serving HNW/UHNW clients with integrated advisory, alternatives, and capital markets access. Comparable client segment, but vastly larger scale and broader capabilities.
• Edelman Financial Engines: Large hybrid RIA combining automated planning tools with human advisors serving mass-affluent to HNW clients. Comparable in RIA model and integrated wealth offerings, but with broader mass-market reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/manhattan-west-enterprise-llc
• Xx.com/mwestasset
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments51 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Manhattan West