Ingalls & Snyder LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated December 24, 2025, reports $7.8B in regulatory assets under management, 92 employees, 2 offices, and 4,453 accounts.
Assets Under Management
$7.8B
Employees
92
Offices
2 offices
Total Clients
4,453
Primary office
NEW YORK, NY
1 ROCKEFELLER PLAZA, 7TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
3,155
2
HNWI
24.5%
1,090
3
Corporations
2.1%
94
4
Charitable
1.3%
59
5
Pension Plans
1.1%
51
Additional categories (<0.1%)
Other Advisers<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.8Bas of December 24, 2025
Discretionary98.0%
$7.7B
98% of total RAUM98.0%
Non-discretionary2.0%
$159M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.8B
Total Accounts4,453
10Y AUM Change+$5.2B (+201.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees92
Clients per Employee48:1
10Y Employee Change+41 (+80.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.