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Francois Maximilian Schramek

Investment adviser representative at Manhattan West Asset Management, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Manhattan West Asset Management, LLCSep 2021 to now
  2. Manhattan West Enterprise Company LLCAug 2021 to now
  3. Dropterra LimitedApr 2020 to Aug 2021
  4. JPMorgan Private BankOct 2018 to Apr 2020
  5. Pathstone Federal StreetMay 2014 to Oct 2018

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014
  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Manhattan West Asset Management, LLC

$1.2BAssets managed
383Clients
10Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6334046
Firm CRD
283630
Advisor's SEC record (opens in a new tab)
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