# Snow Phipps Group, LLC

> Snow Phipps Group, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 158024
- Filed as: SNOW PHIPPS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158024
- AdvisorCensus page: https://advisorcensus.com/firm/snow-phipps-group-llc-new-york-ny-158024

## Quick answers

**How is Snow Phipps Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Snow Phipps Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Snow Phipps Group, LLC located?**
Snow Phipps Group, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Snow Phipps Group, LLC registered with the SEC or a state?**
Snow Phipps Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158024.

**How much does Snow Phipps Group, LLC manage?**
Snow Phipps Group, LLC reports $777,050,095 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have Snow Phipps Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Snow Phipps Group, LLC: Regulatory assets under management: $1,928,937,786 in the October 2021 data and $777,050,095 in the October 2026 data, down 60%. Total employees: 18 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Snow Phipps Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Snow Phipps Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158024

**What changed in Snow Phipps Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,462,499,340 to $777,050,095 (-47%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $777,050,095
- Discretionary: $777,050,095
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $777,050,095 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @snowphipps

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,928,937,786 | 18 | July 27, 2021 |
| October 2022 | $1,849,625,401 | 2 | March 30, 2022 |
| October 2023 | $1,736,885,673 | 2 | May 1, 2023 |
| October 2024 | $1,603,761,836 | 2 | March 29, 2024 |
| October 2025 | $1,462,499,340 | 2 | April 29, 2025 |
| October 2026 | $777,050,095 | 2 | May 12, 2026 |

Regulatory assets under management: $1,928,937,786 in the October 2021 data and $777,050,095 in the October 2026 data, down 60%.
Total employees: 18 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,462,499,340 to $777,050,095 (-47%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Snow Phipps Group, LLC (CRD 158024): Form ADV filing data as of October 2026.