Schneider Capital Management Corp is a large advisory firm based in Wayne. It manages $383.37 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Schneider Capital Management Corp provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schneider Capital Management Corp is $383.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Schneider Capital Management Corp for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Schneider Capital Management Corp is state or municipal government entities with 1 clients and $339.57 million of assets under management. Among the 6 most similar advisory firms, Schneider Capital Management Corp has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $383.37 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Schneider Capital Management Corp also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $200,000 to $250,000.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Schneider Capital Management Corp performs its advisory services is located at 460 East Swedesford Rd, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-687-8080 or by fax 610-687-9150. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at schneidercap.com.