Snyder Capital Management LP

RIASEC RegisteredEst. 1997
Total AUM
$6.1B
Discretionary
$5.9B
97% of AUM
Avg account
$75.2M
Accounts
81
Employees
17
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
108518
Registered since
July 3, 1997
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans36.56%
  • Pooled Investment Vehicles30.24%
  • Other Investment Advisers8.59%
  • Other7.52%
  • State / Municipal Government6.53%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Snyder Capital Management LP is a privately held investment adviser organized as a limited partnership and registered with the SEC since 1997. The firm serves a mix of individual, family and institutional clients and charges fees based on assets under management. Its core advisory activity is discretionary portfolio management across individual and small business clients, pooled investment vehicles, and institutional or corporate accounts. Snyder also sponsors and serves as a general partner or managing member for pooled vehicles it operates. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Nicole Dunderdale

    Nicole Dunderdale

    Chief Compliance OfficerCRD 6174705

Contacts

3 of 3
  • Scott Molinaroli

    Portfolio ManagerCRD 6605501

  • Gary Rafferty

    Gary Rafferty

    Portfolio ManagerCRD 4203166

  • Charles Swain

    Charles Swain

    Portfolio ManagerCRD 6605500

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
135 Main St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth