Snow Phipps Group, LLC

FIRM OVERVIEW Snow Phipps Group, LLC is a New York-based private equity firm founded by Ian Snow and John Phipps, specializing in middle-market buyout and growth equity investments. The firm operates from its Manhattan headquarters, partnering with management teams to acquire and build companies across targeted industry sectors. Snow Phipps brings a value-creation oriented approach to private equity investing, emphasizing operational improvement and strategic growth initiatives in its portfolio companies. While primarily focused on private market transactions, the firm maintains public equity positions disclosed through 13F filings under CIK #0001698661, providing visibility into its public market investment activity. The platform's 13F History capabilities enable users to examine the evolution of disclosed public equity positions alongside the firm's broader private equity mandate, offering context for understanding its investment philosophy across market segments. SNOW PHIPPS GROUP INVESTMENT STRATEGY Snow Phipps Group employs a value-oriented investment philosophy rooted in private equity principles, emphasizing partnership with management teams to build sustainable business value over extended holding periods. The firm's core focus spans industrial, business services, and consumer sectors—areas offering opportunities for operational improvement, strategic repositioning, and organic growth acceleration. This sector expertise translates across both private and public market investments, with security selection driven by deep industry knowledge and fundamental business analysis. The firm's approach emphasizes identifying companies with defensible market positions, recurring revenue characteristics, and potential for margin expansion through operational excellence. Observable patterns in the **13F Portfolio Composition** reflect concentrated positioning consistent with a private equity mindset applied to public market opportunities. The **Sector Allocation History** available through the platform reveals how the firm's public equity holdings align with its broader sector expertise in industrials and business services. RISK PROFILE As a private equity-oriented investment firm, Snow Phipps Group exhibits a risk profile characterized by concentrated positioning, long-term holding periods, and tolerance for illiquidity in pursuit of superior returns. The firm's public equity positions likely reflect similar conviction-based investing principles, with concentrated exposure to highest-confidence opportunities rather than broad diversification. This approach accepts meaningful position-level volatility in exchange for potential outperformance driven by deep fundamental research and sector expertise. The value-oriented framework emphasizes margin of safety considerations in entry valuations, potentially providing downside protection during adverse market conditions. Users can examine **Max Drawdown Depth** through the platform's backtesting capabilities to understand how a portfolio replicating disclosed public equity positions would have performed during historical market stress events. The **Volatility Profile** tools offer additional context for assessing the concentration-driven return dispersion characteristic of the firm's conviction-based approach. ANALYTICS SUMMARY Snow Phipps Group, LLC represents a prominent middle-market private equity firm with selective public market activity reflected in its 13F disclosures. Founded by Ian Snow and John Phipps, the firm brings decades of combined experience in value-creation investing across industrial, business services, and consumer sectors. The public equity holdings disclosed through quarterly filings provide a window into the firm's investment philosophy as applied to liquid market opportunities, demonstrating sector consistency with its private equity focus areas. Key analytical tools accessible through the platform include **Annualized Return (CAGR)** calculations for historical replication of disclosed public positions and **Alpha Generation vs S&P 500** metrics to contextualize performance relative to passive alternatives. The **Top 10 Holdings Concentration** metric illuminates the conviction-based positioning characteristic of private equity-oriented investors operating in public markets. These capabilities enable users to evaluate how the firm's value-creation philosophy manifests in liquid equity positioning. A central question for ongoing analysis: How does Snow Phipps Group's private equity expertise and sector knowledge inform its public market positioning, and do observable patterns suggest opportunistic accumulation in public companies exhibiting characteristics similar to its private portfolio targets?

Snow Phipps Group, Llc reported $318M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.

Snow Phipps Group, Llc holds 2 disclosed positions. The top 10 holdings represent +100.00% of the reported portfolio, indicating a highly concentrated investment approach.

Track Snow Phipps Group, Llc's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.

Snow Phipps Group, Llc is managed by Ian Snow (Co-Founder & Managing Partner), John Phipps (Co-Founder & Managing Partner), Bryan Livingston (Partner).