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SNOWDEN CAPITAL ADVISORS LLC
CRD 157299File 801-72332
APPROVED
Retail clients
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.87B
Top 10% of cohort (national)
Discretionary AUM
$7.43B
Non-discretionary $1.44B
Clients
6,021
10,260 accounts
Employees
154
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 17, 2011
- Principal office
- 540 MADISON AVE., 9TH FLOOR, NEW YORK, NY, 10022
- Phone
- 646-218-9760
- Website
- HTTP://WWW.SNOWDENLANE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.87B
- Discretionary AUM
- $7.43B
- Non-discretionary AUM
- $1.44B
- Discretionary accounts
- 8,886
- Non-discretionary accounts
- 1,374
- Total accounts
- 10,260
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $26.8M |
| Charitable organizations | 57 | $139.3M |
| High net worth individuals | 1,580 | $7.08B |
| Pension and profit sharing plans | 75 | $134.4M |
| Individuals (other than high net worth individuals) | 4,298 | $1.49B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 145 | 154 | increased by9 |
| Apr 1, 2026 | Clients | 5,771 | 6,021 | increased by250 |
| Apr 1, 2026 | AUM | $7,554,762,347 | $8,869,615,945 | increased by$1,314,853,598 |
| Apr 1, 2026 | Accounts | 9,968 | 10,260 | increased by292 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 117 | 145 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,171 | 5,771 | increased by600 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,635,217,736 | $7,554,762,347 | increased by$2,919,544,611 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,013 | 9,968 | increased by2,955 |
| Apr 1, 2022 | Employees | 99 | 117 | increased by18 |
| Apr 1, 2022 | Clients | 3,402 | 5,171 | increased by1,769 |
| Apr 1, 2022 | AUM | $3,122,311,873 | $4,635,217,736 | increased by$1,512,905,863 |
| Apr 1, 2022 | Accounts | 5,704 | 7,013 | increased by1,309 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SNOWDEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SNOWDEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.