INGALLS & SNYDER LLC

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Ingalls & Snyder is based out of New York. Ingalls & Snyder is a large advisory firm with 4019 clients and discretionary assets under management (AUM) of $3,659,388,175 (Form ADV from 2018-07-01). Their last reported 13F filing for Q3 2019 included $2,049,137,000 in managed 13F securities and a top 10 holdings concentration of 31.24%. Ingalls & Snyder's largest holding is Corcept Therapeutics Inc with shares held of 8,712,176. Ingalls & Snyder has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 81 13F filings, 2 13D filings, and 182 13G filings

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68

S&P 500
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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $2.049 Billion
  • Prior Market Value $2.079 Billion
  • New Purchases20 stocks
  • Additional Purchases77 stocks
  • Sold out of24 stocks
  • Reduced holdings in222 stocks
  • Top 10 Holdings % 31.24 %
  • Turnover % [1]:10.40%
  • Turnover Alt % [2]: 4.02 %
  • Time Held Top20:11.90 quarters
  • Time Held Top10:15.70 quarters
  • Time Held All:14.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -3.16%
Performance Last 4 Quarters: -9.15%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR/A (Subscription required)
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  • 2012-12-31 - 13F-HR (Subscription required)
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  • 2003-12-31 - 13F-HR (Subscription required)
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  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
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  • 2002-06-30 - 13F-HR (Subscription required)
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  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-06-30 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

INGALLS & SNYDER LLC
Classified as Hedge Fund
1325 AVENUE OF THE AMERICAS
NEW YORK NY    10019-6066
Country: United States

Business Phone: 212-269-7800
Fax: 212-269-7893
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 55
Other Business Activities: broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 3,392,640,000
Total Number of Clients: 4019
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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INGALLS & SNYDER LLC

ownership team - last updated 2019-02-15
Name Title Start Date Direct/Indirect % Ownership
LAMB, LAWTON STORRS MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 1999-01-01 2011-03-15
SIMMONS, WILLIAM REED MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
BOUCHER, THOMAS ONEIL JR MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
DOUGHERTY, JOHN JOSEPH MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
SIEGE, CHRISTOPHER RANDALL MANAGING DIRECTOR 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2003-01-01
INGALLS & SNYDER LLC SENIOR DIRECTOR direct 2001-01-01 2001-12-14
STOLBA, FRANK CHIEF FINANCIAL OFFICER 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
STOLBA, FRANK CHIEF OPERATING OFFICER 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
RIEGEL, GUY RICHARDS MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
LANE-ZUCKER, KEITH SIMON MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
STOLBA, FRANK MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
CASE, ROBERT ANTHONY CHIEF EXECUTIVE OFFICER 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 2011-07-01
INGALLS & SNYDER LLC SENIOR MANAGING DIRECTOR direct 2011-09-01
SSB PRIVATE MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2000-11-01 2001-04-02
SSB PRIVATE MANAGEMENT, LLC PRESIDENT direct 2001-11-01 2002-03-27
SALOMON SMITH BARNEY VENTURE SERVICES, LLC EXECUTIVE VICE PRESIDENT direct 2001-11-01 2003-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER direct 2004-03-01 2006-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER; MANAGING MEMBER direct 2004-03-01 2007-03-30
CASE, ROBERT ANTHONY SENIOR MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 2011-07-01
INGALLS & SNYDER LLC SENIOR MANAGING DIRECTOR direct 2011-09-01
SSB PRIVATE MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2000-11-01 2001-04-02
SSB PRIVATE MANAGEMENT, LLC PRESIDENT direct 2001-11-01 2002-03-27
SALOMON SMITH BARNEY VENTURE SERVICES, LLC EXECUTIVE VICE PRESIDENT direct 2001-11-01 2003-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER direct 2004-03-01 2006-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER; MANAGING MEMBER direct 2004-03-01 2007-03-30
GARRISON, APHRODITE MAVRICOS MANAGING DIRECTOR 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2012-03-01
SLOCUM, JAMES STEWART MANAGING DIRECTOR 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2012-03-01
WESTON, CHRISTINE ELIZABETH MANAGING DIRECTOR 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2013-01-01
MEEHAN, SEAN PATRICK MANAGING DIRECTOR 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2014-01-01
PARK, CHRISTIAN CHIHONG CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
THATCHER, JAMES EDWIN MANAGING DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
INGALLS & SNYDER VALUE PARTNERS, LP United States 805-4241378178 Hedge Fund 118,243,111 250,000
UNDERHILL PARTNERS, LP United States 805-7474897290 Hedge Fund 27,027,327 1,000,000

INGALLS & SNYDER LLC

ownership team - last updated 2018-12-21
Name Title Start Date Direct/Indirect % Ownership
LAMB, LAWTON STORRS MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 1999-01-01 2011-03-15
SIMMONS, WILLIAM REED MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
BOUCHER, THOMAS ONEIL JR MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
DOUGHERTY, JOHN JOSEPH MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
SIEGE, CHRISTOPHER RANDALL MANAGING DIRECTOR 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2003-01-01
INGALLS & SNYDER LLC SENIOR DIRECTOR direct 2001-01-01 2001-12-14
STOLBA, FRANK CHIEF FINANCIAL OFFICER 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
STOLBA, FRANK CHIEF OPERATING OFFICER 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
RIEGEL, GUY RICHARDS MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
LANE-ZUCKER, KEITH SIMON MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
STOLBA, FRANK MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
CASE, ROBERT ANTHONY CHIEF EXECUTIVE OFFICER 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 2011-07-01
INGALLS & SNYDER LLC SENIOR MANAGING DIRECTOR direct 2011-09-01
SSB PRIVATE MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2000-11-01 2001-04-02
SSB PRIVATE MANAGEMENT, LLC PRESIDENT direct 2001-11-01 2002-03-27
SALOMON SMITH BARNEY VENTURE SERVICES, LLC EXECUTIVE VICE PRESIDENT direct 2001-11-01 2003-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER direct 2004-03-01 2006-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER; MANAGING MEMBER direct 2004-03-01 2007-03-30
CASE, ROBERT ANTHONY SENIOR MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 2011-07-01
INGALLS & SNYDER LLC SENIOR MANAGING DIRECTOR direct 2011-09-01
SSB PRIVATE MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2000-11-01 2001-04-02
SSB PRIVATE MANAGEMENT, LLC PRESIDENT direct 2001-11-01 2002-03-27
SALOMON SMITH BARNEY VENTURE SERVICES, LLC EXECUTIVE VICE PRESIDENT direct 2001-11-01 2003-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER direct 2004-03-01 2006-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER; MANAGING MEMBER direct 2004-03-01 2007-03-30
GARRISON, APHRODITE MAVRICOS MANAGING DIRECTOR 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2012-03-01
SLOCUM, JAMES STEWART MANAGING DIRECTOR 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2012-03-01
WESTON, CHRISTINE ELIZABETH MANAGING DIRECTOR 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2013-01-01
MEEHAN, SEAN PATRICK MANAGING DIRECTOR 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2014-01-01
PARK, CHRISTIAN CHIHONG CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
THATCHER, JAMES EDWIN MANAGING DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
INGALLS & SNYDER VALUE PARTNERS, LP United States 805-4241378178 Hedge Fund 118,243,111 250,000
UNDERHILL PARTNERS, LP United States 805-7474897290 Hedge Fund 27,027,327 1,000,000

INGALLS & SNYDER LLC

ownership team - last updated 2017-12-26
Name Title Start Date Direct/Indirect % Ownership
LAMB, LAWTON STORRS MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 1999-01-01 2011-03-15
SIMMONS, WILLIAM REED MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
BOUCHER, THOMAS ONEIL JR MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
DOUGHERTY, JOHN JOSEPH MANAGING DIRECTOR 01/01/1996 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 1996-01-01
SIEGE, CHRISTOPHER RANDALL MANAGING DIRECTOR 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2003-01-01
INGALLS & SNYDER LLC SENIOR DIRECTOR direct 2001-01-01 2001-12-14
STOLBA, FRANK CHIEF FINANCIAL OFFICER 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
STOLBA, FRANK CHIEF OPERATING OFFICER 02/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
RIEGEL, GUY RICHARDS MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
LANE-ZUCKER, KEITH SIMON MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
STOLBA, FRANK MANAGING DIRECTOR 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF OPERATING OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF FINANCIAL OFFICER direct 2011-02-01
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2011-07-01
CASE, ROBERT ANTHONY CHIEF EXECUTIVE OFFICER 07/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 2011-07-01
INGALLS & SNYDER LLC SENIOR MANAGING DIRECTOR direct 2011-09-01
SSB PRIVATE MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2000-11-01 2001-04-02
SSB PRIVATE MANAGEMENT, LLC PRESIDENT direct 2001-11-01 2002-03-27
SALOMON SMITH BARNEY VENTURE SERVICES, LLC EXECUTIVE VICE PRESIDENT direct 2001-11-01 2003-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER direct 2004-03-01 2006-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER; MANAGING MEMBER direct 2004-03-01 2007-03-30
CASE, ROBERT ANTHONY SENIOR MANAGING DIRECTOR 09/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF EXECUTIVE OFFICER direct 2011-07-01
INGALLS & SNYDER LLC SENIOR MANAGING DIRECTOR direct 2011-09-01
SSB PRIVATE MANAGEMENT LLC EXECUTIVE VICE PRESIDENT direct 2000-11-01 2001-04-02
SSB PRIVATE MANAGEMENT, LLC PRESIDENT direct 2001-11-01 2002-03-27
SALOMON SMITH BARNEY VENTURE SERVICES, LLC EXECUTIVE VICE PRESIDENT direct 2001-11-01 2003-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER direct 2004-03-01 2006-03-31
CITIGROUP ALTERNATIVE INVESTMENTS LLC CHIEF ADMINISTRATIVE OFFICER; MANAGING MEMBER direct 2004-03-01 2007-03-30
GARRISON, APHRODITE MAVRICOS MANAGING DIRECTOR 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2012-03-01
SLOCUM, JAMES STEWART MANAGING DIRECTOR 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2012-03-01
WESTON, CHRISTINE ELIZABETH MANAGING DIRECTOR 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2013-01-01
MEEHAN, SEAN PATRICK MANAGING DIRECTOR 01/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2014-01-01
PARK, CHRISTIAN CHIHONG CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
THATCHER, JAMES EDWIN MANAGING DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INGALLS & SNYDER LLC MANAGING DIRECTOR direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
INGALLS & SNYDER VALUE PARTNERS, LP United States 805-4241378178 Hedge Fund 133,714,669 250,000
UNDERHILL PARTNERS, LP United States 805-7474897290 Hedge Fund 29,466,680 1,000,000

WhaleScore history for INGALLS & SNYDER LLC

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