{
  "crd_number": 311790,
  "slug": "snowwater-investment-partners-llc-311790",
  "primary_business_name": "SNOWWATER INVESTMENT PARTNERS, LLC",
  "legal_name": "SNOWWATER INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1300000000.0,
  "raum_discretionary": 1300000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 850000000.0,
      "count": 55
    },
    "corporations_other_businesses": {
      "raum": 450000000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/snowwaterinvestments/about",
    "https://snowwaterinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311790",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/snowwater-investment-partners-llc-311790",
  "display_name": "Snowwater Investment Partners, LLC",
  "summary": "Snowwater Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Snowwater Investment Partners, LLC (CRD 311790): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Snowwater Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Snowwater Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Snowwater Investment Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Snowwater Investment Partners, LLC registered with the SEC or a state?",
      "a": "Snowwater Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311790."
    },
    {
      "q": "How much does Snowwater Investment Partners, LLC manage?",
      "a": "Snowwater Investment Partners, LLC reports $1,300,000,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Snowwater Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Snowwater Investment Partners, LLC: Regulatory assets under management: $332,720,585 in the October 2021 data and $1,300,000,000 in the October 2026 data, up 291%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Snowwater Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (55)."
    },
    {
      "q": "Which custodians does Snowwater Investment Partners, LLC use?",
      "a": "Snowwater Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc., Carta Securities, LLC, Citigroup Global Markets Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Snowwater Investment Partners, LLC report any disciplinary disclosures?",
      "a": "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/311790"
    },
    {
      "q": "Does Snowwater Investment Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Snowwater generally does not impose a minimum relationship size but tailors its services to high-net-worth individuals and their families.\""
    },
    {
      "q": "What changed in Snowwater Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $795,000,000 to $1,300,000,000 (+64%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 332720585.0,
      "total_employees": 1,
      "filing_date": "2021-06-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 425000000.0,
      "total_employees": 2,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 735000000.0,
      "total_employees": 2,
      "filing_date": "2023-01-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 750029000.0,
      "total_employees": 2,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 795000000.0,
      "total_employees": 3,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1300000000.0,
      "total_employees": 3,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $795,000,000 to $1,300,000,000 (+64%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in New York, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.10% to 1.50% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Snowwater generally does not impose a minimum relationship size but tailors its services to high-net-worth individuals and their families."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees range from 0.10% to 1.50% annually.",
      "Snowwater generally does not impose a minimum relationship size but tailors its services to high-net-worth individuals and their families."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BofA Securities, Inc.",
      "name_as_filed": "BOFA SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "Carta Securities, LLC",
      "name_as_filed": "CARTA SECURITIES, LLC",
      "affiliated": false
    },
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/snowwater-investment-partners-llc-311790.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 850000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 450000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311790",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}