|
⚲
|
| Snowwater Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 311790 |
| SEC # | 801-120047 |
| CIK # | |
| AUM | $795.0 M (2025-03-21) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 203-997-6670 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 44 | 795.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 795.0 |
| By Discretionary | ||
| Discretionary | 129 | 795.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 129 | 795.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 795.0 | |
| Total | 129 | 795.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Asset Management Group Inc
✚
|
CT | 0.8 |
|
Erguz LLC
✚
|
TX | 0.8 |
|
Parsons Capital Management LLC
✚
|
PA | 0.8 |
|
Makrod Investment Associates Inc
✚
|
NJ | 0.8 |
|
Fagan Associates Inc
✚
|
NY | 0.8 |
|
B&D White Capital Company LLC
✚
|
TX | 0.8 |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.8 |
|
Cullen Investment Group Ltd
✚
|
LA | 0.8 |
|
McMillan Office Inc
✚
|
MI | 0.8 |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.8 |