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 limited partnership that provides portfolio management for individuals, pooled investment vehicles, and businesses or institutions. The adviser has been SEC-registered since 1997 and charges clients on a percentage-of-assets-under-management basis. Its client base includes both individual and family investors as well as institutional accounts. Snyder is not positioned as an ESG-focused manager and is not designated as a multi-state or newly formed adviser. The firm also sponsors and serves as general partner/managing member for pooled investment vehicles, indicating it operates both as investment manager and as an issuer/manager for some private structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

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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