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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does First Manhattan have?","answer":"First Manhattan has 56 investment adviser representatives registered with state securities authorities, out of 147 employees, and 51 perform investment advisory functions. 94 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does First Manhattan invest in?","answer":"At the end of its last fiscal year, First Manhattan’s separately managed accounts held 84% exchange-traded equities, 4% U.S. government and agency bonds, 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% state and local bonds and 2% investment grade corporate bonds. 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