Snow Phipps Group, LLC

RIASEC Registered
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 is structured as a private equity firm that serves institutional clients and operates as an adviser to pooled vehicles. The firm is SEC-registered (registered in 2012) and combines portfolio management for private funds with sponsor/GP activity — acting as a managing member of its pooled investment vehicles. Fee arrangements include asset-based and performance-linked components. Snow Phipps is identified as an active ESG investor and lists CPO/CTA activities among its business functions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Ian Snow

    Ian Snow

    CEOCRD 5935955

  • Alisen Pappalardo

    Alisen Pappalardo

    Chief Compliance OfficerCRD 7450032

  • Jonathan Dworkin

    Jonathan Dworkin

    Chief Financial OfficerCRD 7701314

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

FINTRX

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