SNOW PHIPPS GROUP, LLC
Latest filing: Apr 29, 2025 (49 days ago)
AUM
$1,462,499,340
-9% change vs. 1 year ago
-21% change vs. 3 years ago
-23% change vs. 5 years ago
-5% change vs. 10 years ago
Employee Count
2
0% change vs. 1 year ago
0% change vs. 3 years ago
-88% change vs. 5 years ago
-86% change vs. 10 years ago
Main Office
NEW YORK, NY
545 MADISON AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.5 |
| Non-Discretionary | $0.0 |
| Total | $1.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.5 |
| Institutional | $0.0 |
| Total | $1.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TRUARC PARTNERS, LP | $3.5 | 312288 | |
| SNOW PHIPPS GP II, LLC | $0.0 | - | |
| SPG GP, LLC | $0.0 | - | |
| SNOW PHIPPS GP III, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| SNOW, IAN, KENDALL | CEO, MEMBER |
| PHIPPS, OGDEN | MANAGING DIRECTOR |
| PAPPALARDO, ALISEN | CHIEF COMPLIANCE OFFICER |
| MANTEL, ALAN, HARRIS | MEMBER |
| PLESS, JOHN, ANTHONY | MEMBER |
| DWORKIN, JONATHAN, SCOTT | CHIEF FINANICAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.5 | $0.0 | 0% | 2 | 0 | 0% |
| 2025-04-21 | $1.5 | $0.0 | 0% | 2 | 0 | 0% |
| 2024-04-02 | $1.6 | -$0.1 | -9% | 2 | 0 | 0% |
| 2023-04-04 | $1.7 | -$0.3 | -16% | 2 | 0 | 0% |
| 2022-04-01 | $1.8 | -$0.4 | -21% | 2 | 0 | 0% |
| 2021-04-05 | $1.9 | -$0.5 | -24% | 18 | -16 | -89% |
| 2020-04-01 | $1.9 | -$0.4 | -23% | 16 | -14 | -88% |
| 2019-04-01 | $1.9 | -$0.5 | -24% | 18 | -16 | -89% |
| 2018-04-02 | $1.9 | -$0.5 | -24% | 17 | -15 | -88% |
| 2017-04-01 | $2.2 | -$0.8 | -34% | 15 | -13 | -87% |
| 2016-04-01 | $1.7 | -$0.3 | -15% | 16 | -14 | -88% |
| 2015-04-01 | $1.5 | -$0.1 | -5% | 14 | -12 | -86% |
| 2014-04-01 | $1.4 | $0.0 | 3% | 13 | -11 | -85% |
| 2013-04-01 | $1.4 | $0.1 | 4% | 13 | -11 | -85% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/29/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV