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| Ingalls & Snyder LLC
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|---|---|
| CRD # | 2288 |
| SEC # | 801-5016 |
| CIK # | 0001041885 |
| AUM | $7.8 B (2025-12-24) |
| Employees | 92 (54% Investors, 65% Brokers) |
| Phone | 212-269-7800 |
| Address | 1 Rockefeller Plaza New York, NY 10020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | IAS Alpha Partners LP | [2022-03-10] | 26.3 | |
| HF | Ingalls & Snyder Value Partners LP | [2011-12-15] | 93.7 | |
| HF | Macbay Partners LP | [2011-12-15] | 17.4 | |
| HF | Underhill Partners LP | [2011-12-15] | 22.2 |
| 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 | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0001041885] | |
| SC 13D | [0001041885] | |
| SC 13G | [0001041885] |
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