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Snider Retirement Strategies, Inc.

● SEC registered since 2008CRD 117392SEC# 801-69025Bellevue, WA
Export (members)
Ranks #3,577 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$500.7M
Fund GAV
Private funds
1
Employees
16
Accounts
1,396
Location
Bellevue, WA

Snider Retirement Strategies, Inc. assets under management

Snider Retirement Strategies, Inc. is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2008. It reports $500.7 million in regulatory assets under management and employs 16 people. Snider Retirement Strategies, Inc. manages 1 private fund, including Razor Fund, LP. By regulatory assets, it ranks 3,577 of 5,911 private fund managers.

Snider Retirement Strategies, Inc. private funds

1 funds · — GAV
FundTypeGross assetsMin.
Razor Fund, LPVenture Capital$250K

Snider Retirement Strategies, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Heather Lynn BushChief Compliance OfficerUnder 5%2022
Monte Lee Snider ControlPresidentOver 75%2001

Frequently asked questions

How much does Snider Retirement Strategies, Inc. manage?

Snider Retirement Strategies, Inc. reports $500.7 million in regulatory assets under management on its Form ADV.

How many private funds does Snider Retirement Strategies, Inc. manage?

Snider Retirement Strategies, Inc. manages 1 private funds with combined gross assets of undisclosed value.

How many employees does Snider Retirement Strategies, Inc. have?

Snider Retirement Strategies, Inc. reports 16 employees.

Where is Snider Retirement Strategies, Inc. located?

Snider Retirement Strategies, Inc. is based in Bellevue, WA and has been SEC-registered since 2008.

Does Snider Retirement Strategies, Inc. disclose fund performance?

Snider Retirement Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12505 Bel-Red Road, Suite 200, Bellevue, WA 98005
Phone425-453-7080
Fax425-453-5498
Office hours8:00a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$500.7M
Non-discretionary$0
Total (RAUM)$500.7M

Service providers