Snyder Capital Management Lp
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Overview
Snyder Capital Management Lp is an advisory firm that has its headquarters in San Francisco, California. Snyder Capital Management Lp oversees $4.7 billion in assets over 90 client accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). It has a small group, including 7 financial advisors. Snyder Capital Management Lp does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, options and stocks.
Snyder Capital Management Lp manages most of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without needing to seek client consent. It also administers one non-discretionary accounts with a total of $109.8 million in assets under management. Snyder Capital Management Lp's average account size is $52.0 million. An average financial advisor at Snyder Capital Management Lp manages around 13 client accounts, placing it among the more personalized advisor firms in the country.
Snyder Capital Management Lp's main office is located at 101 Mission Street, San Francisco, California 94105. It is permitted to serve customers across a number of states, including California, Michigan, Nebraska, Nevada, New Hampshire and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Snyder Capital Management Lp by the Numbers
$4.7 billion
15
90
$52.0 million
Fee Structure
A financial advisor's fees usually depend on the type of services offered. Fees charged by Snyder Capital Management Lp typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of clients. The company provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations and other. Out of its 90 customers, Snyder Capital Management Lp's biggest client group is pension plans, but it also manages money for 18 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 21.69%
- Other Individuals - 6.02%
- Corporations - 59.04%
- Charitable Organizations - 13.25%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Snyder Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Snyder Capital Management Lp
San Francisco, CA
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