Advisor at Manchester Capital Management LLC
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Firm
Manchester Capital Management LLC
Location
Montecito, CA 93108
Credentials
Series 65
Industry experience
2 years
Erik Gutierrez is a financial advisor at Manchester Capital Management LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Goldman Sachs and Appfolio. Manchester Capital Management provides advisory services to individuals, families, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, family office services, and private real estate asset management. The firm’s investment process emphasizes strategic asset allocation and utilizes a vetted list of third-party managers, with a focus on managing private equity and pooled investment vehicles.
Based on Manchester Capital Management LLC
Based on Manchester Capital Management LLC
Family Office CFO Services charged as flat annual fee with minimum $180,000; Consulting Services fees typically range from $10,000 to $500,000
$0 - $10 million: 1.00% $10 million - $25 million: 0.80% $25 million - $50 million: 0.60% $50 million+: 0.40%
Account minimum: $200,000 Minimum fee: Minimum annual fee of $200,000 for Investment Advisory Services
1157 Coast Village Road
Montecito, CA 93108
California
Manchester Capital Management LLC
2022 - Present (4 years)
Appfolio
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Goldman Sachs
2017 - 2021 (4 years)
L3 Harris Technologies
2017 - 2017 (1 year)
Honeywell Aerospace
2016 - 2016 (1 year)
Student
2010 - 2017 (7 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
Double Springs Capital LLC
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Montecito Investment Strategies
Series 63, Series 65
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Peckham, David A
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
Series 66
Santa Barbara, CA
Duran Capital Management, LLC
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