DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Snyder Capital Management LP
Latest filing Mar 20, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Jul 3, 1997
RAUM
$6.1B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
2.6%
$160M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$6.1B as of Mar 20, 2026
Mar 30, 2012$1.7B then
HNW client RAUM$160M as of Mar 20, 2026
Mar 15, 2018$647M then
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 28, 20130 then
Employees (5.A)17 as of Mar 20, 2026
Mar 28, 201313 then
Private funds2 as of Mar 20, 2026
Mar 30, 20122 then
RAUM +15% over the last fiscal year+9.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.7MderivedHNW RAUM over HNW clients
- Average account
- $75.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 50%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $132M, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$2.2B40%
- Pooled investment vehicles$1.8B33%
- Other investment advisers$524M9.3%
- State and municipal entities$398M7.1%
- Charitable organizations$260M4.6%
- High-net-worth individuals$160M2.8%
- Insurance companies$150M2.7%
- Corporations and businesses$74.3M1.3%
- Individual clients
- n/areported
- HNW clients
- 28reported
- Pension plan clients
- 21reported
- Charitable clients
- 9reported
- Accounts
- 81reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $132M for 6 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.03 fund_share=0.39 institutional_share=0.5 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Snyder Small Cap Value Fund, LP | Other Private Fund | $241M | 10 | Mar 30, 2012 |
| Stirling Partners, LP | Other Private Fund | $60.4M | 16 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Ladd Scott Molinaroli · Limited Partnercontrolsince 01/2016 · owns 25% to 50%
- Michael Gary Rafferty · Cfo & Limited Partnercontrolsince 01/2016 · owns 25% to 50%
- Edward Charles Swain · Limited Partnercontrolsince 01/2016 · owns 25% to 50%
- Ladd Scott Molinaroli · Director And Stockholder Of Gpcontrolsince 01/2016 · owns 25% to 50% of Snyder Capital Management Inc.("Scmi")
- Michael Gary Rafferty · Director And Stockholder Of Gpcontrolsince 01/2016 · owns 25% to 50% of Snyder Capital Management Inc.("Scmi")
- Edward Charles Swain · Director And Stockholder Of Gpcontrolsince 01/2016 · owns 25% to 50% of Snyder Capital Management Inc.("Scmi")
- Francine Nicole Dunderdale · Chief Compliance Officersince 10/2024 · owns less than 5%
Entity owners
- Snyder Capital Management Inc.("Scmi") · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Snyder Capital Management LP as a related person
- 106186 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 80 to 81Jun 16, 2025 to Mar 20, 2026
- Charity clients · 10 to 9Jun 16, 2025 to Mar 20, 2026
- HNW clients · 25 to 28Jun 16, 2025 to Mar 20, 2026
- Pooled vehicle clients · 4 to 3Jun 16, 2025 to Mar 20, 2026
- Assets in custody · $136M to $132MJun 16, 2025 to Mar 20, 2026
- Financial planning clients · 0 to Jun 16, 2025 to Mar 20, 2026
- Discretionary RAUM · $4.9B to $5.9BJun 16, 2025 to Mar 20, 2026
- HNW RAUM · $141M to $160MJun 16, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $369M to $162MJun 16, 2025 to Mar 20, 2026
- Pension RAUM · $2.2B to $2.2BJun 16, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $1.2B to $1.8BJun 16, 2025 to Mar 20, 2026
- RAUM · $5.3B to $6.1BJun 16, 2025 to Mar 20, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to Jun 16, 2025
- Accounts · 84 to 80Oct 2, 2024 to Mar 28, 2025
- Advisory employees · 6 to 8Oct 2, 2024 to Mar 28, 2025
- Corporate clients · 5.0 to unsetOct 2, 2024 to Mar 28, 2025
- HNW clients · 18 to 25Oct 2, 2024 to Mar 28, 2025
- Individual clients · 5.0 to unsetOct 2, 2024 to Mar 28, 2025
- Pension plan clients · 24 to 21Oct 2, 2024 to Mar 28, 2025
- Assets in custody · $127M to $136MOct 2, 2024 to Mar 28, 2025
- Employees · 15 to 17Oct 2, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.6B to $4.9BOct 2, 2024 to Mar 28, 2025
- HNW RAUM · $158M to $141MOct 2, 2024 to Mar 28, 2025
- Individual RAUM · 3085383.0 to unsetOct 2, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $208M to $369MOct 2, 2024 to Mar 28, 2025
- Pension RAUM · $2.0B to $2.2BOct 2, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $974M to $1.2BOct 2, 2024 to Mar 28, 2025
- RAUM · $4.8B to $5.3BOct 2, 2024 to Mar 28, 2025
- Accounts · 87 to 84Oct 24, 2023 to Mar 14, 2024
- Charity clients · 11 to 10Oct 24, 2023 to Mar 14, 2024
- Corporate clients · 6 to 5Oct 24, 2023 to Mar 14, 2024
- HNW clients · 14 to 18Oct 24, 2023 to Mar 14, 2024
- Discretionary RAUM · $4.7B to $4.6BOct 24, 2023 to Mar 14, 2024
- HNW RAUM · $96.3M to $158MOct 24, 2023 to Mar 14, 2024
- Individual RAUM · $2.6M to $3.1MOct 24, 2023 to Mar 14, 2024
- Non-discretionary RAUM · $175M to $208MOct 24, 2023 to Mar 14, 2024
- Pension RAUM · $2.1B to $2.0BOct 24, 2023 to Mar 14, 2024
- Pooled vehicle RAUM · $891M to $974MOct 24, 2023 to Mar 14, 2024
- RAUM · $4.8B to $4.8BOct 24, 2023 to Mar 14, 2024
- Accounts · 90 to 87Mar 23, 2023 to Oct 16, 2023
Signals
5 dated events
- Andrew Peter Eisele (Chairman, Ceo & Limited Partner) no longer on Schedule A of Snyder Capital Management Lp (listed 2023-03-23, absent 2023-10-16)Oct 16, 2023 · Control person left · inference
- Snyder Capital Management Lp reported RAUM $4.4B, up 34% from $3.3B (2021-03-29 to 2022-03-17)Mar 17, 2022 · RAUM change · derived
- Snyder Capital Management Lp reported RAUM $3.3B, up 31% from $2.5B (2020-11-30 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Snyder Capital Management Lp reported RAUM $2.7B, up 38% from $1.9B (2019-03-25 to 2020-03-24)Mar 24, 2020 · RAUM change · derived
- Snyder Capital Management Lp reported RAUM $2.2B, up 26% from $1.7B (2017-12-07 to 2018-03-15)Mar 15, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Snyder Capital Management LP · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- SNYDERCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-392-3900reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026