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- Custodian
- Charles Schwab & Company · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-21-1968
- Office Locations
- 1
Office Locations
About Ingalls Investment Management, LLC
Ingalls Investment Management, LLC is a NEW York-based RIA. The firm has been operating for 57 years. Managing $7.8B in total assets under management, with 50 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 50 advisory representatives and 4,454 clients, or 89.1 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 57 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ingalls Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT ANTHONY CASE
Chief Executive Officer, Managing Director
- CRD
- #1367765
- Ownership
- 5% but less than 10%
KEITH SIMON LANE-ZUCKER
Executive Committee Member, Managing Director
- CRD
- #4050531
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,667,819,396 | -- |
| Non-Discretionary | $158,783,182 | -- |
| Total | $7,826,602,578 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ingalls Investment Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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