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SNOWCAP CAPITAL MANAGEMENT
SNOWCAP CAPITAL MANAGEMENT, LLC
CRD 146883 · SEC 801-69447
8117 PRESTON ROAD, SUITE 610, DALLAS, TX, 75225, United States
Phone
214-739-2025
Fax
214-739-3153
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.9M
Discretionary AUM
$238.9M
Team
2 total employees; 2 advisory reps; 18 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $8.3M |
| High net worth individuals | 5 | $28.4M |
| Pooled investment vehicles | 1 | $4.7M |
States served
CA, CO, DE, MT, NM, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD