SNOW PHIPPS GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$777M
Discretionary
$777M
100% of AUM
Avg account
$77.7M
Accounts
10
Employees
2
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
158024
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Snow Phipps Group, LLC operates as a private equity manager organized as an LLC and has been SEC-registered since 2012. The firm serves institutional clients and runs pooled investment vehicles, acting in capacities that include sponsor, general partner, and managing member of funds. Its commercial model blends management fees (percentage of AUM) with performance-based compensation and it also identifies as a commodity pool operator/commodity trading advisor in its filings. Snow Phipps indicates it applies ESG considerations to its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JONATHAN DWORKIN

    Chief Financial OfficerCRD 7701314

  • IAN SNOW

    CEOCRD 5935955

  • Alisen Pappalardo

    Chief Compliance OfficerCRD 7450032

Contacts

3 of 3
  • OGDEN PHIPPS

    Co-Managing PartnerCRD 4234460

  • JOHN PLESS

    Co-Managing PartnerCRD 4725244

  • ALAN MANTEL

    Co-Managing PartnerCRD 2089162

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
545 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth