AUMdb
SS

Stock Snips, Inc.

SEC-registered Investment Adviser · Boutique (under $100M) CRD 322544 · SEC file 801-129682 · Pittsburgh, PA ·
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
5
Avg AUM / client
Accounts
0
Employees
4

AUM over time

$0 $0
Feb 13, 2024 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $0
Other investment advisers 4 $0

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Ravindra Koka Chief Executive Officer Jul 2015 (11y) ≈ 18.75% – 50% via Osage Labs Llc
Winshall, Walter, A Investor Jan 2016 (11y) 10% – 25%
Wilde, Rebecca Managing Director And Chief Compliance Officer Nov 2021 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Osage Labs Llc Partner Jan 2016 A 25% – 50%
Innovation Works Investor Sep 2021 A 5% – 10%

Undisclosed: 5% – 60% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Ravindra Koka: 75% – 100% of Osage Labs Llc × 25% – 50% direct ≈ 18.75% – 50% 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 900 KB 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
  • Subscription fees

Services

  • Portfolio management for investment companies
  • Other services

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: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗