Snyder Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 2 private funds.
Snyder Capital Management reports 73 clients. They include 28 high-net-worth individuals, 21 pension and profit-sharing plans, and 12 other clients. Of its assets, 97.3% ($5.93B across 80 accounts) are managed with discretion; $162M across 1 account is not. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 38% | 3% |
| Pooled investment vehicles | 4% | 30% |
| Pension and profit-sharing plans | 29% | 37% |
| Charitable organizations | 12% | 4% |
| State or municipal government entities | Fewer than 5 | 7% |
| Other client typesOther investment advisers; Insurance companies; Corporations and other businesses; Other | 16% | 20% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 28 | $160M | 2.6% | $5.7M |
| Pooled investment vehicles | 3 | $1.84B | 30.2% | $614M |
| Pension and profit-sharing plans | 21 | $2.23B | 36.6% | $106M |
| Charitable organizations | 9 | $260M | 4.3% | $28.8M |
| State or municipal government entities | Fewer than 5 | $398M | 6.5% | — |
| Other investment advisers | Fewer than 5 | $524M | 8.6% | — |
| Insurance companies | Fewer than 5 | $150M | 2.5% | — |
| Corporations and other businesses | Fewer than 5 | $74.3M | 1.2% | — |
| Other | 12 | $458M | 7.5% | $38.2M |
| Total | 73 | $6.09B | 100% | — |
- Clients
- 28
- Regulatory AUM
- $160M
- AUM share
- 2.6%
- Avg. per client
- $5.7M
- Clients
- 3
- Regulatory AUM
- $1.84B
- AUM share
- 30.2%
- Avg. per client
- $614M
- Clients
- 21
- Regulatory AUM
- $2.23B
- AUM share
- 36.6%
- Avg. per client
- $106M
- Clients
- 9
- Regulatory AUM
- $260M
- AUM share
- 4.3%
- Avg. per client
- $28.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $398M
- AUM share
- 6.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $524M
- AUM share
- 8.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $150M
- AUM share
- 2.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $74.3M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- 12
- Regulatory AUM
- $458M
- AUM share
- 7.5%
- Avg. per client
- $38.2M
Total
- Clients
- 73
- Regulatory AUM
- $6.09B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Snyder Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Gary Rafferty owns 25% to 50% of Snyder Capital Management. The leadership team of Snyder Capital Management includes Chief Compliance Officer Nicole Dunderdale. It has 17 employees, 8 of them in advisory roles.
Staff
- 17 employees
- 8 in advisory functions
- Owns 25% to 50% of Snyder Capital Management LP
Gary Rafferty
Control person · since January 2016
- Owns 25% to 50% of Snyder Capital Management LP
Charles Swain
Control person · since January 2016
- Owns 25% to 50% of Snyder Capital Management LP
Scott Molinaroli
Control person · since January 2016
Snyder Capital Management’s regulatory assets grew 1.9× from $3.26B (March 2021) to $6.09B (March 2026); clients were 73 in both filings and employees rose from 12 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $6.09B | 73 | 17 | 1 |
| Jun 2025June 2025 | $5.3B | 72 | 17 | 1 |
| Mar 2024March 2024 | $4.79B | 78 | 15 | 1 |
| Mar 2023March 2023 | $4.68B | 83 | 15 | 1 |
| May 2022May 2022 | $4.38B | 78 | 14 | 1 |
| Mar 2021March 2021 | $3.26B | 70 | 12 | 1 |
Besides its headquarters, Snyder Capital Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 135 Main Street, Suite 1950, San FranciscoHQ
Contact and registration details
- Legal name
- Snyder Capital Management LP
- Headquarters
- 135 Main Street, Suite 1950, San Francisco, CA 94105
- Website
- snydercapital.com
- Phone
- 415-392-3900
- SEC file
- 801-54641
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Snyder Capital Management’s named custodians for separately managed accounts include The Northern Trust ($1.41B, 48%), Fidelity ($545M, 19%) and Bank of New York Mellon ($542M, 18%). Snyder Capital Management has custody of $132M for 6 clients.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $1.41B48%
- State Street and TrustState Street and Trust Company · Boston, MA · $450M15%
- FidelityFidelity Management Trust Company · Boston, MA · $545M19%
- Bank of New York MellonBank of New York Mellon Corporation · New York, NY · $542M18%
At year end, Snyder Capital Management’s separately managed accounts were mostly in stocks (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $5.79B across 69 positions; the largest are Entegris Inc. (5.5%), Clean Harbors Inc. (4.8%) and Bwx Technologies Inc. (4.2%).
What the accounts hold
- Stocks96%
- Cash4%
How many clients does Snyder Capital Management have?
Snyder Capital Management has 73 clients and manages $6.09 billion for them, as of March 2026. They include 28 high-net-worth individuals, 21 pension and profit-sharing plans, and 12 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Snyder Capital Management offer?
Snyder Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Snyder Capital Management use?
Snyder Capital Management’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $1.41B, Fidelity Management Trust Company (Boston, MA), with $545M, Bank of New York Mellon Corporation (New York, NY), with $542M and State Street and Trust Company (Boston, MA), with $450M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Snyder Capital Management have?
Snyder Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Snyder Capital Management invest in?
At the end of its last fiscal year, Snyder Capital Management’s separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Snyder Capital Management?
Snyder Capital Management’s direct owners are Gary Rafferty, Charles Swain and Scott Molinaroli, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Snyder Capital Management get paid?
Snyder Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Snyder Capital Management?
Snyder Capital Management’s main office is at 135 Main Street, Suite 1950, San Francisco, CA 94105. Its phone number is 415-392-3900. Its website is snydercapital.com.