Systelligence, LLC

RIASEC Registered

Total AUM

$784M

Discretionary

$784M

100% of AUM

Avg account

$131M

Accounts

6

Employees

4

Advisory reps

4

Firm details

Headquarters: Bloomington, Minnesota
CRD number: 283582
Registered since: May 10, 2016
Website: www.evaluatorfunds.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Systelligence, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm bills clients on a percentage-of-assets-under-management basis and identifies its primary advisory service as portfolio management for investment companies. Its stated client base is institutional, and the firm is owned by an individual proprietor. The firm does not position itself as an ESG investor and does not list pension consulting, multi-state adviser activity, or related-adviser relationships among its attributes. Its classification and activity profile point to a concentrated institutional mandate model rather than broad retail wealth-management or family-office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 66

Active vs passive

$995M in ETFs

Passive

85%

$845M

Active

8%

$150M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX)	First Trust	Passive	Mid Cap Growth	$173M	548,324	17.34%

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Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 7760 France Ave S
Time zone: CT (UTC-6)
Office locations

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