SYSTEM 2 ADVISORS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$913M
Discretionary
$52.2M
6% of AUM
Avg account
$83M
Accounts
11
Employees
6
Advisory reps
3

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
164189
Registered since
June 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.28%
  • Investment Companies5.72%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

System 2 Advisors, L.P. is structured as a hedge fund and operates both as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP of pooled vehicles. The firm serves an institutional client base through pooled investment vehicles and investment companies, using a fee model that combines a percentage of assets under management with performance-based fees. System 2 Advisors does not market itself as an ESG investor and is not registered as a multi-state adviser. The firm’s classification as a CPO/CTA and its role as sponsor or managing member of pooled vehicles indicate a focus on manager-run, vehicle-based strategies rather than direct advisory relationships with large numbers of individual retail clients. That structure aligns with a primary business of running hedge funds and managing pooled capital for institutional investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PETER MARQUARDT

    Chief Compliance OfficerCRD 1247354

Contacts

2 of 2
  • ROBERT JONES

    Limited PartnerCRD 726793

  • ANUPAM GHOSE

    Managing PartnerCRD 2571306

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
UNION
Address
47 Maple St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth