|
⚲
|
| Keyboard |
| Ingalls & Snyder LLC
✚
|
|
|---|---|
| CRD # | 2288 |
| SEC # | 801-5016 |
| CIK # | 0001041885 |
| AUM | 7,826.6 M (2025-12-24) |
| Employees | 92 (54% Investors, 65% Brokers) |
| Phone | 212-269-7800 |
| Address | 1 Rockefeller Plaza New York, NY 10020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Stryker Corp | 0.0 | ||
| Upjohn Inc | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Academy Sports & Outdoors Inc | 0.0 | ||
| Huntsman Corp | 0.0 | ||
| AT&T Inc | 0.0 | ||
| BHP Billiton Ltd | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Linde PLC | 0.0 | ||
| Marathon Petroleum Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | IAS Alpha Partners LP | [2022-03-10] | 23.1 M | 26.3 M |
| Filed 2026-01-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Commission $11,916 · Net Assets Decline to Disclose | ||||
| HF | Ingalls & Snyder Value Partners LP | [2011-12-15] | 93.7 M | |
| HF | Macbay Partners LP | [2011-12-15] | 27.2 M | 17.4 M |
| Filed 2013-04-19 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Underhill Partners LP | [2011-12-15] | 40.0 M | 22.2 M |
| Filed 2025-09-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Finder's Fee $7,083 · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,155 | 1.0 |
| (b) Individuals (high net worth individuals) | 1,090 | 5.8 |
| (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 | 0.2 |
| (g) Pension and profit sharing plans | 51 | 0.1 |
| (h) Charitable organizations | 59 | 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 | 94 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,453 | 7.8 |
| By Discretionary | ||
| Discretionary | 4,403 | 7.7 |
| Non-Discretionary | 50 | 0.2 |
| Total | 4,453 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 0.0 | |
| Total | 4,453 | 7.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kenneth Lee | Executive Officer | 33 | 4 | |
| Robert Case | Executive Officer | 13 | 2 | |
| H Boone | Executive Officer | 5 | 2 | |
| Edward Oberst | Executive Officer | 2 | 2 | |
| Frank Stolba | Executive Officer | 3 | 1 | |
| Adam Grisanti | Executive Officer | 1 | 1 | |
| Underhill Capital LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001041885] | |
| SC 13D | [0001041885] | |
| SC 13G | [0001041885] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| LEI | WM8HZVNQD6SIY7TWON61 |
| Comparable Firms | State | AUM |
|---|---|---|
|
ACR Alpine Capital Research LLC
✚
|
MO | 10.79 B |
|
Cary Street Partners Investment Advisory LLC
✚
|
VA | 10.25 B |
|
Bradley Foster & Sargent Inc
✚
|
CT | 9,072.9 M |
|
MGO One Seven LLC
✚
|
OH | 7,717.8 M |
|
Bailard Inc
✚
|
CA | 7,560.9 M |
|
Integrated Advisors Network LLC
✚
|
TX | 5,522.6 M |
|
Wainwright Investment Counsel LLC
✚
|
MA | 5,516.2 M |
|
Fenimore Asset Management Inc
✚
|
NY | 5,409.8 M |
|
Baker Avenue Asset Management LP
✚
|
CA | 5,086.0 M |
|
CWA Asset Management Group LLC
✚
|
FL | 4,514.5 M |