Systelligence, LLC

RIASEC RegisteredEst. 2016
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
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Systelligence, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2016. The firm is owned by an individual and serves institutional clients, charging fees as a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies, and it is classified as an unclassified adviser in the available data. Systelligence is not flagged as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant. The firm is listed under industry affiliations as an "Other Investment Adviser."

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Kyle Bubeck

    Kyle Bubeck

    Chief Compliance OfficerCRD 4784699

  • Kevin Miller

    Kevin Miller

    CIOCRD 1580298

Contacts

2 of 2
  • Collin Miller

    Collin Miller

    PresidentCRD 6635761

  • Jacob Miller

    Jacob Miller

    Digital Marketing ConsultantCRD 7240242

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 72

Active vs passive

$740M in ETFs

Passive

74%

$545M

Active

18%

$195M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD US MULTIFACTOR ETF (VFMF)VanguardActiveMid Cap Blend$28.4M160,6783.84%

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth