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| Snowwater Investment Partners LLC
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|---|---|
| CRD # | 311790 |
| SEC # | 801-120047 |
| CIK # | 0002075393 |
| AUM | 1,300.0 M (2026-03-27) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 203-997-6670 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002075393 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.4 | ||
| Alphabet Inc | 5.3 | ||
| Apple Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Lam Research Corp | 3.0 | ||
| Nvidia Corp | 2.8 | ||
| Microsoft Corp | 2.6 | ||
| Vicor Corp | 2.4 | ||
| Progressive Corp/Oh/ | 1.8 | ||
| Chevron Corp | 1.8 | ||
| Newmont Mining Corp /DE/ | 1.7 | ||
| Marriott International Inc /MD/ | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Alphabet Inc | 1.4 | ||
| Honeywell International Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Digital Realty Trust Inc | 1.0 | ||
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| 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) | 55 | 850.0 |
| (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 | 450.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 1,300.0 |
| By Discretionary | ||
| Discretionary | 185 | 1,300.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 185 | 1,300.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,300.0 | |
| Total | 185 | 1,300.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002075393] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Investment Services of America Inc
✚
|
WI | 1,314.2 M |
|
Valley National Advisers Inc
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PA | 1,310.6 M |
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Barnes Pettey Financial Advisors LLC
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MS | 1,310.5 M |
|
Topsail Wealth Management LLC
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NC | 1,309.7 M |
|
Madison Wealth Partners Inc
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WI | 1,303.1 M |
|
Prudent Investor Advisors LLC
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|
CA | 1,302.2 M |
|
Biondo Investment Advisors LLC
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|
PA | 1,292.6 M |
|
Woodstock Corporation
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|
MA | 1,291.9 M |
|
Silicon Valley Capital Partners LP
✚
|
CA | 1,288.0 M |
|
Wahed Invest LLC
✚
|
NY | 1,286.5 M |