Snowwater Investment Partners, LLC

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Client assets under management

$850,000,000

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$15,454,545

About

Snowwater Investment Partners provides wealth management, investment management, and financial consulting to high‑net‑worth individuals, families, and related entities. The firm tailors its services to HNW clients and generally does not serve non‑high‑net‑worth retail individuals.

Snowwater delivers customized, discretionary portfolio management with a long‑term orientation, using both fundamental and technical analysis to construct diversified allocations that may include equities, fixed income, hedge funds, private equity, structured notes, ETFs and other instruments. The firm may also implement portions of client portfolios through unaffiliated independent managers and performs initial and ongoing oversight of those managers.

The firm is notable for managing roughly $1.3 billion with a compact advisory team, producing a high AUM‑per‑advisor profile that supports a concentrated, client‑specific service model. Snowwater discloses adviser affiliations that can affect implementation — including a registered representative relationship that may lead to commissionable recommendations and a partner’s external advisory and academic roles — and states policies to identify and mitigate those conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management

Fee options

Fixed

Certain clients may be offered a fixed fee engagement or fixed rate fee schedule, billed quarterly.

Percentage

0.10% to 1.50% annually

Commissions

Mr. Orben, a principal, may receive commissions in his separate capacity as a Registered Representative of March Capital Corp. for commission-based transactions; Snowwater itself does not earn commissions.

Other

Fee-only: Wealth management fees range from 0.10% to 1.50% annually, based on assets under management; certain clients may be offered a fixed fee engagement.

Main office location

Snowwater Investment Partners, LLC

Fairfield CT, United States

Number of offices

Most active in

Connecticut · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (203) 997-6670

Advisors at this firm

Victor F

Series 63, Series 66

Chappaqua, NY

Snowwater Investment Partners, LLC

Victor Flores is a financial advisor at Snowwater Investment Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Citi Private Advisory, Cowdin Partners, and Javeri Capital. Outside of advising, he serves as an adjunct professor at St. John's University and is a board member of the Black & Hispanic Community Development Board at Quontic Adaptive Digital Bank. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities by providing discretionary investment management alongside financial consulting and planning. The firm constructs customized, typically long-term portfolios using a mix of equities, fixed income, hedge funds, private equity, and structured notes, often incorporating independent managers where appropriate.

Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management

Bradford O

Series 63, Series 65

Fairfield, CT

Snowwater Investment Partners, LLC

Bradford Orben is an investment advisor with Snowwater Investment Partners, LLC in Fairfield, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at March Capital Corp., Quest Capital Strategies, Inc., and Building & Land Technology. He is dually registered as an Investment Advisor Representative with Snowwater and as a Registered Representative with March Capital Corp. Snowwater Investment Partners serves high-net-worth individuals, families, and related entities, offering wealth management that combines discretionary investment management with financial consulting and planning. The firm manages approximately $795 million in discretionary assets and constructs customized portfolios using a tailored, long-term investment approach.

Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management

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