Ingalls & Snyder, Llc
$3.8B reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$2.3B
$3.8B
2017
2024
Same-firm comparison: 1 firms that reported Ingalls & Snyder, Llc in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ingalls Investment Management, Llc | $3.8B | $6.9B | 54.7% | 12/22/2024 |
| N | $15.0M | $45.0M | 33.3% | 03/25/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.