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 that has been SEC-registered since 1995. It serves both individual/family clients and institutional investors, offering discretionary portfolio management across separate accounts and pooled vehicles. The firm charges asset-based fees and also uses performance-based fee arrangements, and it carries out sponsor/GP roles for pooled investment vehicles while holding broker-dealer and commodity pool operator/CTA affiliations. Investment activity is concentrated on equity-oriented strategies; the firm does not identify as an ESG-focused manager. Advisory services include portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutional/business clients. Ownership is listed as domestic entity and individual.