SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Snyder Capital Management LP
San Francisco, CA
CRD 108518
Firm filing updated March 20, 2026 ·
- $6.1BAssets
- 8Advisory staff
- 81Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals28
- Pension and profit sharing plans21
- Charities9
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 28 | $159.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1.8 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $2.2 billion |
| Charitable organizations | 9 | $259.5 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $397.9 million |
| Other investment advisors | Fewer than 5 clients | $523.5 million |
| Insurance companies | Fewer than 5 clients | $150.4 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $74.3 million |
| Other: "LPS, LLCS, TRUST FUNDS" | 12 | $458.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$6.1 billion
- Accounts81
- Discretionary$5.9 billion · 80 accounts
- Non-discretionary$162.5 million · 1 accounts
People
- Employees17
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 108518, SEC file 801-54641.
- Registered with the SEC as an investment advisor (status date on record: July 3, 1997).
Is Snyder Capital Management LP a fiduciary?
Short answer: Snyder Capital Management LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.