AdvisorCensus / Financial advisors / California / San Francisco / Snyder Capital Management LP
Snyder Capital Management LP is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1997, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Snyder Capital Management LP compensated?
On its Form ADV (Item 5.E, October 2026), Snyder Capital Management LP reports these compensation arrangements: a percentage of assets under its management.
Where is Snyder Capital Management LP located?
Snyder Capital Management LP's principal office is in San Francisco, CA, according to its Form ADV.
Is Snyder Capital Management LP registered with the SEC or a state?
Snyder Capital Management LP is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108518.
How much does Snyder Capital Management LP manage?
Snyder Capital Management LP reports $6,093,953,500 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (97% discretionary).
How have Snyder Capital Management LP's assets and staff changed since 2021?
In the Form ADV data for Snyder Capital Management LP: Regulatory assets under management: $3,259,302,057 in the October 2021 data and $6,093,953,500 in the October 2026 data, up 87%. Total employees: 12 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Snyder Capital Management LP serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (28); pension and profit sharing plans (but not the plan participants or government pension plans) (21); other (12).
Which custodians does Snyder Capital Management LP use?
Snyder Capital Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Fidelity Management Trust Company, State Street and Trust Company and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Snyder Capital Management LP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108518
What changed in Snyder Capital Management LP's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $5,297,194,239 to $6,093,953,500 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$6,093,953,500 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1997 (29 years)
- Employees
- Total: 17. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $6,093,953,500 | 17 | March 20, 2026 |
| October 2025 | $5,297,194,239 | 17 | June 16, 2025 |
| October 2024 | $4,789,930,550 | 15 | March 14, 2024 |
| October 2023 | $4,675,986,177 | 15 | March 23, 2023 |
| October 2022 | $4,383,101,109 | 14 | May 25, 2022 |
| October 2021 | $3,259,302,057 | 12 | March 29, 2021 |
Regulatory assets under management: $3,259,302,057 in the October 2021 data and $6,093,953,500 in the October 2026 data, up 87%.
Total employees: 12 in October 2021 and 17 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $5,297,194,239 to $6,093,953,500 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Snyder Capital Management LP (CRD 108518): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/snyder-capital-management-lp-san-francisco-ca-108518