Systematic Financial Management LP

RIASEC RegisteredEst. 1995

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$23.8M

Accounts

177

Employees

Advisory reps

Firm details

Headquarters: Teaneck, New Jersey
CRD number: 106146
Registered since: April 10, 1995
Website: www.sfmlp.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government47.03%
Pension & Profit Sharing Plans19.9%
Investment Companies13.42%
Other12.13%
Charitable Organizations2.26%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Systematic Financial Management LP is a limited partnership registered with the SEC since 1995 that provides fee-based portfolio management for individuals, small businesses, pooled investment vehicles, investment companies and institutional clients. The firm serves both individual/family and institutional client segments and charges a mix of percentage-of-AUM fees and performance-based fees. It does not identify as an active ESG investor. Outside of advisory work, its regulatory and industry roles include acting as a sponsor or general partner of pooled vehicles and affiliations with broker-dealers and other adviser structures.