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- Custodian
- Charles Schwab & Company · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-1968
- Office Locations
- 6
Office Locations
About Ingalls & Snyder, LLC
Ingalls & Snyder is an independent New York-based investment adviser founded in 1924, focused on custom portfolio management and prudent risk-aware investing. The firm serves individuals and multi-generational families with comprehensive wealth, planning, and family office support, and also manages institutional portfolios for organizations, foundations, and corporate retirement plans. Clients work directly with the professionals managing their money, with no middleman.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
THOMAS ONEIL BOUCHER JR
Managing Director
- CRD
- #730430
- Ownership
- Less than 5%
ROBERT ANTHONY CASE
Chief Executive Officer, Managing Director
- CRD
- #1367765
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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SALVATORE FRANCIS BARLETTA
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- CRD
- #2439170
HORACE SHEPARD BOONE
Portfolio manager
- CRD
- #1584183
Showing 2 of 77 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,667,819,396 | $1,741,499 |
| Non-Discretionary | $158,783,182 | $3,175,664 |
| Total | $7,826,602,578 | $1,757,602 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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