SNYDER CAPITAL MANAGEMENT LP

Adviser information for SNYDER CAPITAL MANAGEMENT LP last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 82 $4.6B
Non-Discretionary 2 $208.0M
Total 84 $4.8B

Clients

Type Number RAUM
Individuals 5 $3.1M
HNW Individuals 18 $158.0M
Banking or thrift institutions <5 $1.4M
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 4 $973.8M
Pension and profit sharing plans 24 $2.0B
Charitable organizations 10 $427.3M
State or municipal gov entities <5 $205.2M
Other investment advisers <5 $206.6M
Insurance companies <5 $138.4M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $168.0M
Other 12 $482.9M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 3
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-54641
SEC ERA File Number 801-54641
SEC CIK Numbers 1050477
SEC CRD Numbers 108518
Legal Entity Identifier None

Principal Office

101 MISSION STREET
SUITE 1400
SAN FRANCISCO
CA
United States
Monday - Friday, 6:30AM TO 4:00PM
Tel: 415-392-3900, Fax: 415-391-9437

Chief Compliance Officer

ANN MARIE HERRMAN
CHIEF COMPLIANCE OFFICER
101 MISSION STREET
SUITE 1400
SAN FRANCISCO
CA
United States
Tel: 415-392-3900
Fax: 415-391-9437
(Full email address available in API data)

Regulatory Contact

MATTHEW BURNS
HEAD OF OPERATIONS
101 MISSION STREET
SUITE 1400
SAN FRANCISCO
CA
United States
Tel: 415-392-3900
Fax: 415-391-9437
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SNYDER SMALL CAP VALUE FUND, LP LONG ONLY FUND $240.8M $1.0M 10
STIRLING PARTNERS, LP LONG ONLY FUND $60.4M $1.0M 16

Control Persons

Name Type Entity Title Since Ownership
SNYDER CAPITAL MANAGEMENT INC.("SCMI") Domestic Entity GENERAL PARTNER 05/1997 < 5%
RAFFERTY, GARY, MICHAEL Individual CFO & LIMITED PARTNER 01/2016 25-50%
SWAIN, CHARLES, EDWARD Individual LIMITED PARTNER 01/2016 25-50%
MOLINAROLI, SCOTT, LADD Individual LIMITED PARTNER 01/2016 25-50%
RAFFERTY, GARY, MICHAEL Individual SNYDER CAPITAL MANAGEMENT INC.("SCMI") DIRECTOR AND STOCKHOLDER OF GP 01/2016 25-50%
SWAIN, CHARLES, EDWARD Individual SNYDER CAPITAL MANAGEMENT INC.("SCMI") DIRECTOR AND STOCKHOLDER OF GP 01/2016 25-50%
MOLINAROLI, SCOTT, LADD Individual SNYDER CAPITAL MANAGEMENT INC.("SCMI") DIRECTOR AND STOCKHOLDER OF GP 01/2016 25-50%
HERRMAN, ANN, MARIE Individual CHIEF COMPLIANCE OFFICER 07/2017 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/24/202011 on 6/30/202012 on 11/30/202012 on 3/29/202112 on 3/29/202114 on 3/17/202214 on 5/25/202214 on 11/15/202215 on 3/15/202315 on 3/23/202315 on 10/16/202315 on 10/24/202315 on 3/14/2024

RAUM, Historic

5B3B02020202120222023202420252662346415 on 3/24/20202662346415 on 6/30/20202493155996 on 11/30/20203259302057 on 3/29/20213259302057 on 3/29/20214383101109 on 3/17/20224383101109 on 5/25/20224193391742 on 11/15/20224675986177 on 3/15/20234675986177 on 3/23/20234841758409 on 10/16/20234841758409 on 10/24/20234789930550 on 3/14/2024

No. Clients, Historic

9045020202021202220232024202566 on 3/24/202066 on 6/30/202062 on 11/30/202070 on 3/29/202170 on 3/29/202178 on 3/17/202278 on 5/25/202282 on 11/15/202283 on 3/15/202383 on 3/23/202375 on 10/16/202375 on 10/24/202378 on 3/14/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADVANCED ENERGY INDUSTRIES COM 46M 423K
AGILYSYS INC COM 57M 548K
AMETEK INC COM 96M 573K
AMPHENOL CORP CL A COM 119M 2M
ANALOG DEVICES INC COM 69M 301K
API GROUP CORP COM 75M 2M
AVID BIOSERVICES INC COM 14M 2M
BIO TECHNE CORP COM 72M 1M
BRINKS CO COM 43M 419K
BRIXMOR PROPERTY GROUP INC COM 55M 2M
BROWN & BROWN INC COM 38M 429K
BWX TECHNOLOGIES INC COM 173M 2M
CABOT CORP COM 113M 1M
CACI INTERNATIONAL INC CL A COM 114M 266K
CAE INC COM 98M 5M
CHARLES RIVER LABORATORIES COM 28M 136K
CHARLES SCHWAB CORP COM 66M 894K
CLEAN HARBORS INC COM 271M 1M
COGNEX CORP COM 34M 729K
COHERENT CORP COM 94M 1M
COPART INC COM 69M 1M
CRANE NXT CO COM 23M 379K
DOLBY LABORATORIES INC CL A COM 28M 354K
DORMAN PRODS INC COM 24M 259K
ENTEGRIS INC COM 216M 2M
FIRST AMERICAN FINANCIAL CORP COM 15M 270K
FMC CORP COM 49M 854K
FTI CONSULTING INC COM 31M 142K
GLACIER BANCORP INC COM 41M 1M
GRACO INC COM 62M 781K
HALOZYME THERAPEUTICS INC COM 212M 4M
HEICO CORP CL A COM 93M 522K
HELEN OF TROY LTD COM 58M 630K
HENRY SCHEIN INC COM 65M 1M
HEXCEL CORP COM 12M 189K
HUNTINGTON BANCSHARES INC COM 30M 2M
IDEX CORP COM 76M 376K
INGREDION INC COM 164M 1M
INTERCONTINENTAL EXCHANGE INC COM 22M 161K
IQVIA HOLDINGS INC COM 34M 159K
KBR INC COM 156M 2M
KEYSIGHT TECHNOLOGIES INC COM 14M 104K
LKQ CORP COM 36M 856K
MARKEL GROUP INC COM 13M 8K
MASTERCARD INC CL A COM 46M 103K
MERCURY SYSTEMS INC COM 31M 1M
MID-AMERICA APARTMENT COMMUNIT COM 19M 130K
MINERALS TECHNOLOGIES INC COM 51M 615K
NNN REIT INC COM 24M 575K
PACIFIC PREMIER BANCORP COM 14M 606K
PDF SOLUTIONS INC COM 31M 863K
POWER INTEGRATIONS INC COM 54M 764K
PROSPERITY BANCSHARES INC COM 70M 1M
RBC BEARINGS INC COM 94M 347K
RLI CORP COM 41M 289K
SENSIENT TECHNOLOGIES CORP COM 49M 655K
SIMPSON MANUFACTURING COM 47M 277K
SS&C TECHNOLOGIES HOLDINGS IN COM 94M 2M
STERIS PLC COM 25M 113K
SYNOPSYS INC COM 8M 13K
THERMO FISHER SCIENTIFIC INC COM 21M 38K
UGI CORP COM 115M 5M
UNITED COMMUNITY BANKS INC OF COM 50M 2M
VALVOLINE INC COM 31M 720K
VERRA MOBILITY CORP CL A COM 53M 2M
VISA INC CL A COM 43M 165K
WASTE CONNECTIONS INC COM 126M 719K
WOODWARD INC COM 111M 637K