SYSTELLIGENCE, LLC

Overview

Systelligence, LLC is a small, SEC-registered adviser organized as a limited liability company and operating since 2016. The firm targets institutional clients and bills on a percentage-of-AUM basis. Its stated advisory activity is portfolio management for investment companies, indicating the firm acts as an allocator and manager for pooled vehicles rather than as a traditional retail wealth manager. Systelligence is classified as Unclassified and is owned by an individual; it does not identify itself as a multi-state adviser or an active ESG investor. Investment activity centers on ETF-based exposures. The firm’s reported 13F portfolio shows concentrated use of exchange-traded funds to express market, sector and thematic views. That ETF-centric approach suggests Systelligence favors liquid, low-cost vehicles for implementing top‑down allocations and for managing the public equity sleeve of the investment vehicles it oversees.

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Location & Offices