Snowden Capital Advisors LLC
Snowden Capital Advisors LLC is a New York-based investment adviser firm founded in 2011, serving primarily high net worth and individual clients. With approximately 145 employees, the firm offers advisory and wealth management services. Snowden Capital provides personalized investment management, financial planning, and strategic counsel for affluent individuals and families, institutions, and other organizations.
Investment Strategy
Snowden Capital Advisors LLC focuses on personalized wealth management and investment advisory services for high net worth individuals and select institutions. The firm manages both discretionary and non-discretionary accounts, invests broadly across equities with notable holdings in technology and financial sectors, and builds tailored portfolios to meet the financial goals and risk profiles of its clients. The majority of assets are managed on behalf of high net worth and individual clients, emphasizing diversification, active management, and a client-driven approach.
Top Holdings
Equity Positions (1,185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.76% | $127.2M | 804,849 | $16.29 | $157.99 | +$36.0M |
A AAPL | APPLE INC | 3.39% | $114.8M | 559,373 | $116.75 | $205.17 | -$13.5M |
M MSFT | MICROSOFT CORP | 3.19% | $108.2M | 217,450 | $241.00 | $497.41 | +$27.6M |
A AMZN | AMAZON COM INC | 2.21% | $74.7M | 340,358 | $116.89 | $219.39 | +$9.8M |
S SPLG | SPDR SERIES TRUST | 1.63% | $55.2M | 758,839 | $50.61 | $72.69 | +$5.4M |