{ "crd_number": 108518, "slug": "snyder-capital-management-lp-san-francisco-ca-108518", "primary_business_name": "SNYDER CAPITAL MANAGEMENT LP", "legal_name": "SNYDER CAPITAL MANAGEMENT LP", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1997-07-03", "years_registered": 29, "period": "2026-10-01", "filing_date": "2026-03-20", "carried_forward": false, "raum_total": 6093953500.0, "raum_discretionary": 5931459336.0, "raum_non_discretionary": 162494164.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 17, "advisory_employees": 8, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 457964847.0, "count": 12, "description": "LPS, LLCS, TRUST FUNDS" }, "charitable": { "raum": 259531299.0, "count": 9 }, "state_municipal": { "raum": 397929156.0, "count": null, "fewer_than_5": true }, "insurance_companies": { "raum": 150403857.0, "count": null, "fewer_than_5": true }, "pension_profit_sharing": { "raum": 2227692797.0, "count": 21 }, "other_investment_advisers": { "raum": 523530366.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 159583039.0, "count": 28 }, "pooled_investment_vehicles": { "raum": 1842974519.0, "count": 3 }, "corporations_other_businesses": { "raum": 74343620.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "MI", "NE", "NH", "NV", "TX" ], "websites": [ "https://snydercapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108518", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/snyder-capital-management-lp-san-francisco-ca-108518", "display_name": "Snyder Capital Management LP", "summary": "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.", "citation": "AdvisorCensus. Snyder Capital Management LP (CRD 108518): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is Snyder Capital Management LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Snyder Capital Management LP reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Snyder Capital Management LP located?", "a": "Snyder Capital Management LP's principal office is in San Francisco, CA, according to its Form ADV." }, { "q": "Is Snyder Capital Management LP registered with the SEC or a state?", "a": "Snyder Capital Management LP is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108518." }, { "q": "How much does Snyder Capital Management LP manage?", "a": "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)." }, { "q": "How have Snyder Capital Management LP's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Snyder Capital Management LP serve?", "a": "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)." }, { "q": "Which custodians does Snyder Capital Management LP use?", "a": "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." }, { "q": "Does Snyder Capital Management LP report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Snyder Capital Management LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $5,297,194,239 to $6,093,953,500 (+15%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3259302057.0, "total_employees": 12, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4383101109.0, "total_employees": 14, "filing_date": "2022-05-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4675986177.0, "total_employees": 15, "filing_date": "2023-03-23" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4789930550.0, "total_employees": 15, "filing_date": "2024-03-14" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5297194239.0, "total_employees": 17, "filing_date": "2025-06-16" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6093953500.0, "total_employees": 17, "filing_date": "2026-03-20" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $5,297,194,239 to $6,093,953,500 (+15%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNY Mellon", "name_as_filed": "BNY MELLON", "affiliated": false }, { "name": "Fidelity Management Trust Company", "name_as_filed": "FIDELITY MANAGEMENT TRUST COMPANY", "affiliated": false }, { "name": "State Street and Trust Company", "name_as_filed": "STATE STREET AND TRUST COMPANY", "affiliated": false }, { "name": "The Northern Trust Company", "name_as_filed": "THE NORTHERN TRUST COMPANY", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/snyder-capital-management-lp-san-francisco-ca-108518.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 28, "fewer_than_5": false, "raum": 159583039.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 1842974519.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 21, "fewer_than_5": false, "raum": 2227692797.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 9, "fewer_than_5": false, "raum": 259531299.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 397929156.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 523530366.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 150403857.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 74343620.0 }, { "type": "other", "label": "Other", "count": 12, "fewer_than_5": false, "raum": 457964847.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108518", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }