Snyder Capital Management LP (San Francisco)
Snyder Capital Management LP is a large advisory firm based in San Francisco. It manages $1.93 billion of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nebraska, Nevada, New Hampshire, and Texas.
Snyder Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Snyder Capital Management: assets under management
The assets under management (AUM) of Snyder Capital Management LP is $1.93 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and $66.2 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Snyder Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Snyder Capital Management serves?
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Snyder Capital Management is pension and profit sharing plans with 11 clients and $673.79 million of assets under management. Among the 9 most similar advisory firms, Snyder Capital Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.72 billion for 63 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Snyder Capital Management also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Snyder Capital Management LP
The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 65 indirect owners.Based in San Francisco
The principal office where Snyder Capital Management LP performs its advisory services is located at 101 Mission Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-392-3900 or by fax 415-391-9437. The normal business hours are 6:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at snydercapital.com.
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