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 sponsor and manager that runs pooled investment vehicles for institutional investors. The firm is organized as an LLC and has been SEC-registered since 2012. It serves primarily institutional clients and functions as sponsor/GP and managing member of its funds; it also performs commodity pool adviser or commodity trading advisor activities and explicitly offers portfolio management for pooled vehicles. Fee arrangements include asset-based and performance-linked components, and the firm identifies itself as an active ESG investor. Snow Phipps does not position itself as a broad capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Jonathan Dworkin

    Chief Financial OfficerCRD 7701314

  • Ian Snow

    Ian Snow

    CEOCRD 5935955

  • Alisen Pappalardo

    Alisen Pappalardo

    Chief Compliance OfficerCRD 7450032

Contacts

3 of 3
  • Ogden Phipps

    Ogden Phipps

    Co-Managing PartnerCRD 4234460

  • John Pless

    John Pless

    Co-Managing PartnerCRD 4725244

  • Alan Mantel

    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