Advisor at Manchester Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Manchester Capital Management LLC
Location
Montecito, CA 93108
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
31 years
Philip Kirshman is a CFP® and CFA® with 31 years of industry experience. He is currently with Manchester Capital Management LLC and previously worked at Syntrinsic Investment Counsel, Cornerstone Capital Inc, Impact Metropolis, and Strategic Marketing Solutions Ltd. Since 2016, he has served as a volunteer Director on the Board of Calvert Impact Capital, participating in governance and chairing the pension committee. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition, and manages multiple private limited partnerships, emphasizing strategic asset allocation and active oversight of third-party managers.
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, Suite A
Montecito, CA 93108
California
Syntrinsic Investment Counsel, LLC
2020 - 2021 (1 year)
Impact Metropolis
2020 - Present (6 years)
Strategic Marketing Solutions Ltd., Llc
2015 - 2017 (2 years)
Cornerstone Capital Inc
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
They sell insurance products and may earn commissions on those sales.
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
Series 65
Santa Barbara, CA
Montecito Investment Strategies
Series 63, Series 65
Santa Barbara, CA
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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