9AT: SNYDER CAPITAL MANAGEMENT LP

other names

SNYDER CAPITAL MANAGEMENT LP

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 07/03/1997
Other registrations (1)	New York, Cancelled, 12/13/2005
ADV Location	SAN FRANCISCO, CA, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	6,093,953,500 15%
of that, discretionary	5,931,459,336 20%
Private Fund GAV^*	80,708,640 -8%
Avg Account Size	75,233,994 14%
% High Net Worth	33.33% 11%
SMA’s	Yes
Private Funds	2

Adviser Type

- Large advisory firm

Number of Employees 17

of those in investment advisory functions 8

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

SEC Fund Type	Count	GAV
Fund TypeOther Private Fund	Count2	GAV$80,708,640

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MACKENZIE INVESTMENTS EUROPE LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.3b	#Funds-
Adviser NINEPOINT PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund235.5m	Total Private Fund GAV235.5m	AUM4.4b	#Funds4
Adviser CW ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund17.8m	Total Private Fund GAV28.6m	AUM15.2b	#Funds4
Adviser PACIFIC ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund474.2m	Total Private Fund GAV474.2m	AUM12.9b	#Funds3
Adviser JOHN W. BRISTOL & CO., INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund206.9m	Total Private Fund GAV206.9m	AUM7.1b	#Funds1
Adviser RICHMOND CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.5b	Total Private Fund GAV1.5b	AUM5.9b	#Funds2
Adviser NS PARTNERS LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund419.8m	Total Private Fund GAV419.8m	AUM5.9b	#Funds1
Adviser WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM190.8m	#Funds-
Adviser CHOATE INVESTMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund223.3m	Total Private Fund GAV223.3m	AUM10.0b	#Funds4
Adviser BOSTON COMMON ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.1b	Total Private Fund GAV1.1b	AUM4.2b	#Funds5

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker184496107	Stock NameCLEAN HARBORS INC	$ Position$266,465,931	% Position5.00%	$ Change-1.00%	# Change-19.00%
Stck Ticker29362U104	Stock NameENTEGRIS INC	$ Position$241,594,944	% Position5.00%	$ Change10.00%	# Change-21.00%
Stck Ticker05605H100	Stock NameBWX TECHNOLOGIES INC	$ Position$225,371,701	% Position4.00%	$ Change-2.00%	# Change-17.00%
Stck Ticker902681105	Stock NameUGI CORP	$ Position$195,455,105	% Position4.00%	$ Change-5.00%	# Change-3.00%
Stck Ticker78467J100	Stock NameSS&C TECHNOLOGIES HOLDINGS IN	$ Position$153,560,190	% Position3.00%	$ Change-10.00%	# Change16.00%
Stck Ticker94106B101	Stock NameWASTE CONNECTIONS INC	$ Position$139,660,876	% Position3.00%	$ Change1.00%	# Change9.00%
Stck Ticker980745103	Stock NameWOODWARD INC	$ Position$151,628,155	% Position3.00%	$ Change2.00%	# Change-14.00%
Stck Ticker457187102	Stock NameINGREDION INC	$ Position$143,746,950	% Position3.00%	$ Change-6.00%	# Change-8.00%
Stck Ticker75524B104	Stock NameRBC BEARINGS INC	$ Position$150,246,001	% Position3.00%	$ Change2.00%	# Change-16.00%
Stck Ticker031100100	Stock NameAMETEK INC	$ Position$160,939,344	% Position3.00%	$ Change-4.00%	# Change-8.00%

Brochure Summary

Overview

Background and Ownership Snyder Capital Management, L.P. (“SCM”) is a San Francisco based investment advisory firm established in 1984 and has been independently owned since January 1, 2016. SCM is staffed by experienced, research-oriented investment professionals who provide investment management services to foundations, endowments, corporations, public entities, insurance companies, individuals, and high net worth individuals. Primary Business SCM provides discretionary and non-discretionary investment management services and consulting investment services to individuals and institutional investors primarily through separate accounts in the small, small/mid, or concentrated strategies. SCM also provides investment management services to two investment limited partnerships and serves as the investment adviser to a collective investment fund. (Item 8 provides more information about SCM’s investment strategies). For discretionary investment management services, SCM receives discretionary authority from the client at the outset of an advisory relationship to select the identity and amount of securities to be bought or sold. Subject to SCM’s consent, the client has discretion to impose specific investment restrictions and guidelines (e.g., limitations on security exposure). In all cases, however, SCM exercises investment discretion in a manner consistent with the stated

investment objectives for the particular client account. SCM typically invests in U.S. Equities and foreign companies that are traded on U.S. exchanges and can also invest client assets in securities and warrants, options or rights to acquire securities through private placement transactions, although the securities or the underlying securities are of classes that are traded in public securities markets. In such cases, it is possible for there to be no potential to resell such securities or instruments for extended periods, even if the value of the securities depreciates materially. For its consulting investment services, SCM provides non-discretionary investment services in the form of model portfolios that are used by a non-affiliated outside Manager to manage their advisory client accounts. SCM provides on-going non- discretionary recommendations and investment advice regarding such model portfolios and provides updates and changes as needed. SCM is the investment manager to and general partner of Stirling Partners, a California limited partnership, and Snyder Small Cap Value Fund, L.P., a Delaware limited partnership, which invests in securities. SCM is permitted to solicit investors who are or are not clients of SCM, to invest in such partnerships. As of December 31, 2023, SCM managed $4.78 billion in assets under management and assets under advisement.

SNYDER CAPITAL MANAGEMENT LP

Adviser Profile

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Adviser Type

Client Types

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Compensation Arrangments

Reported AUM

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Overview