SNOW PHIPPS GROUP, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158024
- Registered since
- March 30, 2012
- Website
- truarcpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JONATHAN DWORKIN
Chief Financial OfficerCRD 7701314
IAN SNOW
CEOCRD 5935955
Alisen Pappalardo
Chief Compliance OfficerCRD 7450032
Contacts
3 of 3OGDEN PHIPPS
Co-Managing PartnerCRD 4234460
JOHN PLESS
Co-Managing PartnerCRD 4725244
ALAN MANTEL
Co-Managing PartnerCRD 2089162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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