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| Systematic Alpha Investments LLC
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| |
|---|---|
| CRD # | 297693 |
| SEC # | 801-113746 |
| CIK # | 0001806755 |
| AUM | $2.3 BB (2024-03-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 609-751-7550 |
| Address | 36 Mercer Street Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001806755 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Lilly Eli & Co | 301.8 | 0.3 | |
| Apple Inc | 2,382.8 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Applied Materials Inc /DE | 82.7 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| Merck & Co Inc | 232.4 | 0.1 | |
| Travelers Companies Inc | 40.2 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
| Waste Management Inc | 61.8 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Mastercard Inc | 309.6 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| McDonalds Corp | 179.6 | 0.0 | |
| Union Pacific Corp | 134.0 | 0.0 | |
| Allstate Corp | 34.6 | 0.0 | |
| MetLife Inc | 51.8 | 0.0 | |
| American Electric Power Co Inc | 48.8 | 0.0 | |
| Kimberly Clark Corp | 44.7 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 100 | 2.3 |
| By Discretionary | ||
| Discretionary | 100 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 100 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 100 | 2.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001806755] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
T Rowe Price Advisory Services Inc
✚
|
MD | 2.6 |
|
Northeast Investment Management Inc
✚
|
MA | 2.5 |
|
Waters Parkerson & Co LLC
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LA | 2.5 |
|
Pittenger & Anderson Inc
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NE | 2.5 |
|
Cardiff Park Advisors LLC
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|
CA | 2.5 |
|
Zemenick & Walker Inc
✚
|
MO | 2.2 |
|
Charles D Hyman & Company
✚
|
FL | 2.2 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.2 |
|
Rock Harbor Partners LLC
✚
|
NY | 2.1 |
|
Elser Financial Planning Inc
✚
|
IN | 2.1 |