Data / Investment advisers / New York / Ingalls Investment Management, LLC
Ingalls Investment Management, LLC, New York, NY: $7.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ingalls Investment Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $7.8 billion in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
The request: Watch Ingalls Investment Management, LLC (CRD number 343369): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 343369
- SEC file number
- 801-5016
- SEC status
- Approved, effective August 21, 1968
- Main office
- 1 Rockefeller Plaza 7th Floor, New York, NY 10020
- Phone
- (212) 269-7800
- Website
- ingalls.net
- Regulatory AUM
- $7,826,602,578 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $7,667,819,396
- Non discretionary AUM
- $158,783,182
- Accounts
- 4,453
- Employees
- 50, of which 50 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $142,185,443
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,090 | $5.78 billion |
| Individuals (other than high net worth individuals) | 3,155 | $1.04 billion |
| Corporations or other businesses | 94 | $314.7 million |
| Other investment advisers | 1 | $264.1 million |
| Pooled investment vehicles | 3 | $189.2 million |
| Charitable organizations | 59 | $134 million |
| Pension and profit sharing plans | 51 | $103.3 million |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Guggenheim Investments | New York | $7.97 billion | Not listed | adviserinfo.sec.gov |
| Orion Resource Partners (USA), LP | New York | $7.91 billion | 14 | adviserinfo.sec.gov |
| Timessquare Capital Management, LLC | New York | $7.90 billion | 3 | adviserinfo.sec.gov |
| Montanova Capital, LLC | New York | $7.87 billion | 3 | adviserinfo.sec.gov |
| Odyssey Investment Partners, LLC | New York | $7.85 billion | 16 | adviserinfo.sec.gov |
| Hunter Point Capital LP | New York | $7.81 billion | 19 | adviserinfo.sec.gov |
| Amova Asset Management Americas, Inc. | New York | $7.78 billion | Not listed | adviserinfo.sec.gov |
| Qic | New York | $7.78 billion | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Ingalls Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.