SAN FRANCISCO, CACRD 108518Latest ADV March 20, 2026
Snyder Capital Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 20, 2026, reports $6.1B in regulatory assets under management, 17 employees, and 81 accounts.
Assets Under Management
$6.1B
Employees
17
Offices
--
Total Clients
73
Primary office
SAN FRANCISCO, CA
135 MAIN STREET, SUITE 1950, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 38.4% of total clients.
Top client categories% of clientsClients
1
HNWI
38.4%
28
2
Pension Plans
28.8%
21
3
Irrevocable Trusts/Estates
16.4%
12
4
Charitable
12.3%
9
5
Pooled Investment Vehicles
4.1%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.1Bas of March 20, 2026
Discretionary97.3%
$5.9B
97% of total RAUM97.3%
Non-discretionary2.7%
$162M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.1B
Total Accounts81
10Y AUM Change+$4.4B (+251.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee4:1
10Y Employee Change+5 (+41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.