|
⚲
|
| Snow Financial Management LLC
✚
|
|
|---|---|
| CRD # | 131068 |
| SEC # | 801-63360 |
| CIK # | |
| AUM | $97.4 MM (2023-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 631-537-5033 |
| Address | 423 Jobs Lane Watermill, NY 11976 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Snow Fund One LLC | 2012-02-03 | 77.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 5.7 |
| (b) Individuals (high net worth individuals) | 46 | 91.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 97.4 |
| By Discretionary | ||
| Discretionary | 177 | 97.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 177 | 97.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.4 | |
| Total | 177 | 97.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Traub Capital Management LLC
✚
|
MA | 0.1 |
|
American Asset Management Inc
✚
|
FL | 0.1 |
|
Essex Ridge Capital Group LLC
✚
|
MO | 0.1 |
|
Grange Capital LLC
✚
|
OR | 0.1 |
|
Eliot Rose Wealth Management LLC
✚
|
RI | 0.1 |
|
Oppenheimer Close LLC
✚
|
NY | 0.1 |
|
Blank Equity Management LLC
✚
|
NY | 0.1 |
|
Richview Advisors LLC
✚
|
OH | 0.1 |
|
Meadowbrook Wealth Management LLC
✚
|
NY | 0.1 |
|
Geocapital LLC
✚
|
NY | 0.0 |