Systematic Insights Capital, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
170179
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance Based Fees
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Systematic Insights Capital, LLC is organized as a limited liability company that operates as a capital allocator and sponsor of pooled investment vehicles. The firm provides portfolio management for pooled vehicles and selects external advisers, and it also serves as a sponsor, general partner, or managing member of pooled structures. Ownership is listed as a combination of a domestic entity and an individual. The firm’s fee arrangements are broad — reported to include percentage-of-AUM, hourly, subscription, fixed, commission, and performance-based fee models. It does not identify as an active ESG investor and is not documented as a multi-state adviser.

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
  • Breon Innman

    Chief Executive OfficerCRD 5365311

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth