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FIRST MANHATTAN CO. LLC

NEW YORK, NY · CRD 325281 · IAPD ↗ · 212-756-3300

$38.09BRegulatory AUM
51Advisory reps
147Employees
0Clients
251-500Planning clients
9Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FIRST MANHATTAN CO. LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — FIRST MANHATTAN CO. LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — FIRST MANHATTAN CO. LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — FIRST MANHATTAN CO. LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
66
April 2024 — FIRST MANHATTAN CO. LLC reported RAUM up 35% ($23.59B -> $31.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.