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SNOWHAWK LP

NEW YORK, NY · CRD 325176 · IAPD ↗ · snowhawkpartners.com · 888-335-3137

$1.84BRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
11Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
July 2026 — SNOWHAWK LP reported RAUM up 82% ($1.01B -> $1.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — SNOWHAWK LP crossed $1B in regulatory AUM ($699.3M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
July 2025 — SNOWHAWK LP reported RAUM up 37% ($508.8M -> $699.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — SNOWHAWK LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — SNOWHAWK LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — SNOWHAWK LP crossed $500M in regulatory AUM ($419.3M -> $508.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
February 2024 — SNOWHAWK LP's Item 11 disclosure-reporting entries rose by 10 (0 -> 10).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
58
February 2024 — SNOWHAWK LP reported RAUM up 474% ($72.6M -> $416.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — SNOWHAWK LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.