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| Ingalls & Snyder LLC
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|---|---|
| CRD # | 2288 |
| SEC # | 801-5016 |
| CIK # | 0001041885 |
| AUM | $5.2 BB (2024-06-11) |
| Employees | 82 (55% Investors, 74% Brokers) |
| Phone | 212-269-7800 |
| Address | 1325 Avenue of The Americas New York, NY 10019-6066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CORT | 2.6 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| CNQ | 64.4 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| WMB | 38.7 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| PG | 338.1 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | IAS Alpha Partners LP | [2022-03-10] | 21.0 | 22.1 |
| HF | Ingalls & Snyder Value Partners LP | [2011-12-15] | 93.7 | |
| HF | Macbay Partners LP | [2011-12-15] | 27.2 | 17.4 |
| HF | Underhill Partners LP | [2011-12-15] | 40.0 | 22.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,247 | 1.3 |
| (b) Individuals (high net worth individuals) | 605 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 34 | 0.1 |
| (h) Charitable organizations | 49 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 51 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,816 | 5.2 |
| By Discretionary | ||
| Discretionary | 5,743 | 5.1 |
| Non-Discretionary | 73 | 0.2 |
| Total | 5,816 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.1 | |
| Total | 5,816 | 5.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Kenneth Lee | 32 | ||
| Robert Case | 12 | ||
| H Boone | 5 | ||
| Edward Oberst | 2 | ||
| Frank Stolba | 3 | ||
| Ingalls & Snyder LLC | 1 | ||
| Underhill Capital LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001041885] | |
| SC 13D | [0001041885] | |
| SC 13G | [0001041885] |
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|---|---|---|
|
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✚
|
CT | 7.3 |
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CA | 2.6 |
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CA | 2.6 |