Snowwater Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311790
- Registered since
- January 4, 2021
- Website
- www.snowwaterinvestments.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.38%
- Corporations / Businesses34.62%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Snowwater Investment Partners, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and operates as a capital allocator, blending direct portfolio management and the selection of outside money managers. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation comes through a mix of asset-based fees and fixed fees. Snowwater does not position itself as an ESG-focused investor and is not designated as a pension consultant or related adviser.
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
Asset composition
- US Government Bonds30%
- Exchange Traded Equities25%
- Other15%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Bradford Orben
Founder and Managing PartnerCRD 2269125
Victor Flores
Managing PartnerCRD 5246496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$42.3M in ETFs
90%
$38.2M
0%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $7.4M | 23,073 | 17.52% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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