|
⚲
|
| Snowwater Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 311790 |
| SEC # | 801-120047 |
| CIK # | |
| AUM | $750.0 MM (2024-03-01) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 203-997-6670 |
| Address | 411 Catamount Road Fairfield, CT 06824 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 35.0 |
| (b) Individuals (high net worth individuals) | 5 | 515.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 200.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 750.0 |
| By Discretionary | ||
| Discretionary | 35 | 750.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 750.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 750.0 | |
| Total | 35 | 750.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.8 |
|
Giraffes Inc
✚
|
MS | 0.8 |
|
The Pacific Center for Financial Services
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|
CA | 0.8 |
|
Altiora Financial Group LLC
✚
|
OH | 0.8 |
|
Tobias Financial Advisors Inc
✚
|
FL | 0.8 |
|
William Mack & Associates Inc
✚
|
MI | 0.8 |
|
FSM Wealth Advisors LLC
✚
|
OH | 0.8 |
|
Talbot Financial LLC
✚
|
WA | 0.7 |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 0.7 |
|
Eldridge Investment Advisors Inc
✚
|
NH | 0.7 |