Snow Phipps Group, Llc
- Regulatory AUM
- $777M
- Discretionary
- $777M
- Clients
- 10
- Avg AUM / client
- $77.7M
- Accounts
- 10
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $777M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Snow Phipps Iii, L.P. | Private Equity Fund | Delaware | $811M | 57 |
| Snow Phipps Ii Aiv, L.P. | Private Equity Fund | Delaware | $288M | 81 |
| Snow Phipps Group Aiv, L.P. | Private Equity Fund | Delaware | $262M | 86 |
| Snow Phipps Ii, L.P. | Private Equity Fund | Delaware | $139M | 90 |
| Snow Phipps Group, L.P. | Private Equity Fund | Delaware | $70.5M | 87 |
| Snow Phipps Group (Rpv), L.P. | Private Equity Fund | Delaware | $17.2M | 4 |
| Snow Phipps Group Aiv (Offshore), L.P. | Private Equity Fund | Cayman Islands | $6.0M | 3 |
| Snow Phipps Iii Aiv, Lp | Private Equity Fund | Delaware | $4.0M | 51 |
| Snow Phipps Group (Offshore), L.P. | Private Equity Fund | Cayman Islands | $2.3M | 6 |
| Snow Phipps Group (B), L.P. | Private Equity Fund | Delaware | $2.1M | 3 |
| Spg Co Investment, L.P. | Private Equity Fund | Delaware | $1.4M | 9 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phipps, Ogden | Managing Director | Apr 2005 (21y) | Less than 5% | |
| Snow, Ian, Kendall | Ceo | Apr 2005 (21y) | ≈ 18.75% – 50% via Snow Management Co Llc | |
| Mantel, Alan, Harris | Member | May 2021 (5y) | 10% – 25% | |
| Pless, John, Anthony | Member | May 2021 (5y) | 10% – 25% | |
| Pappalardo, Alisen | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Dworkin, Jonathan, Scott | Chief Finanical Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Snow Management Co Llc | Managing Member | May 2010 | A | 25% – 50% |
| Ogden Phipps Ii Revocable Trust Dated 05/17/2005 | Member | Jan 2006 | A | 10% – 25% |
| Bessemer Trust Company, N.A. | Trustee Of Ogden Phipps Ii Revocable Trust Dated 05/17/2005 | Jan 2006 | A | Less than 5% |
| Bessemer Group, Inc. | Shareholder | Jan 2006 | B | ≈ 0% – 5% via Bessemer Trust Company, N.A. |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Snow, Ian, Kendall: 75% – 100% of Snow Management Co Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Bessemer Group, Inc.: 75% – 100% of Bessemer Trust Company, N.A. × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Snow Phipps Iii, L.P. | Private Equity Fund | $811M | $0 | 57 |
| Snow Phipps Ii Aiv, L.P. | Private Equity Fund | $288M | $0 | 81 |
| Snow Phipps Group Aiv, L.P. | Private Equity Fund | $262M | $0 | 86 |
| Snow Phipps Ii, L.P. | Private Equity Fund | $139M | $0 | 90 |
| Snow Phipps Group, L.P. | Private Equity Fund | $70.5M | $0 | 87 |
| Snow Phipps Group (Rpv), L.P. | Private Equity Fund | $17.2M | $0 | 4 |
| Snow Phipps Group Aiv (Offshore), L.P. | Private Equity Fund | $6.0M | $0 | 3 |
| Snow Phipps Iii Aiv, Lp | Private Equity Fund | $4.0M | $0 | 51 |
| Snow Phipps Group (Offshore), L.P. | Private Equity Fund | $2.3M | $0 | 6 |
| Snow Phipps Group (B), L.P. | Private Equity Fund | $2.1M | $0 | 3 |
| Spg Co Investment, L.P. | Private Equity Fund | $1.4M | $0 | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 2.88 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CONSULTING AND MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗