Systematic Alpha Investments, LLC
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 297693
- Registered since
- July 31, 2018
- Custodians
- BOFA SECURITIES, INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITIGROUP GLOBAL MARKETS INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Systematic Alpha Investments, LLC is an SEC-registered investment advisor organized as a limited liability company (registered in 2018) that serves individual and family clients. The firm is owned by an individual and describes its primary advisory activity as portfolio management for individuals and small businesses. Its compensation model combines percentage-of-AUM fees with fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Industry affiliations include relationships with broker-dealers and other investment advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Christopher Ainsworth
Chief Executive OfficerCRD 2726985
Contacts
1 of 1
Stephen Evans
Portfolio ManagerCRD 2096178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$1.4B in ETFs
94%
$1.4B
0%
$83.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $778M | 1,132,544 | 54.09% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, 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
- Mercer
- Address
- 36 Mercer St
- Time zone
- ET (UTC-5)
- Office locations
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