Systematic Financial Management LP

RIASEC Registered

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 an institutional registered investment adviser organized as a limited partnership. The firm is SEC-registered (initial registration in 1995) and serves both individual/family and institutional clients. Its compensation combines a percentage-of-AUM model with performance-based fees. Advisory services emphasize discretionary portfolio management across client types, including individuals and small businesses, investment companies, pooled investment vehicles and other institutions. The firm is not identified as an active ESG investor. Industry roles listed include broker-dealer relationships, participation as an adviser or commodity operator, and acting as sponsor/GP or managing member of pooled investment vehicles.