Snyder Capital Management LP

RIASEC Registered
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 limited partnership that operates as an institutional registered investment adviser. The firm is SEC-registered (initial registration in 1997) and serves both individual/family clients and institutional investors. Its advisory business is built around discretionary portfolio management across separate accounts and pooled vehicles, and the firm also acts as a sponsor/GP/managing member for pooled investment structures. Snyder charges fees as a percentage of assets under management and does not identify itself as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. Service lines emphasize portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional accounts rather than pension consulting or related-adviser activity.

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
  • Gary Rafferty

    Gary Rafferty

    Portfolio ManagerCRD 4203166

  • Charles Swain

    Charles Swain

    Portfolio ManagerCRD 6605500

  • Scott Molinaroli

    Portfolio ManagerCRD 6605501

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth