|
⚲
|
| Keyboard |
| Systematic Financial Management LP
✚
|
|
|---|---|
| CRD # | 106146 |
| SEC # | 801-48908 |
| CIK # | 0001085936 |
| AUM | 4,206.5 M (2026-03-30) |
| Employees | 22 (36% Investors, 0% Brokers) |
| Phone | 201-928-1982 |
| Address | 300 Frank W Burr Blvd Teaneck, NJ 07666 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Tower Semiconductor Ltd | 0.1 | ||
| TPG Pace Energy Holdings Corp | 0.1 | ||
| Mueller Industries Inc | 0.1 | ||
| Emcor Group Inc | 0.1 | ||
| Jazz Pharmaceuticals Inc | 0.1 | ||
| Northwestern Energy Group Inc | 0.1 | ||
| Xperi Holding Corp | 0.1 | ||
| Granite Construction Inc | 0.1 | ||
| OSI Systems Inc | 0.1 | ||
| Silicon Motion Technology Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 11 | 0.8 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 14 | 2.0 |
| (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 | 12 | 0.1 |
| (n) Other | 14 | 0.5 |
| Total | 177 | 4.2 |
| By Discretionary | ||
| Discretionary | 177 | 4.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 177 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 177 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001085936] | |
| SC 13G | [0001085936] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.6B |
| Clients | 6 |
| Serves | Institutional, Retail |
| LEI | 254900I97PLNZKLF7W84 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bridgeway Capital Management LLC
✚
|
TX | 4,251.7 M |
|
ZWJ Investment Counsel Inc
✚
|
GA | 4,226.9 M |
|
Scharf Investments LLC
✚
|
CA | 4,211.3 M |
|
Stifel Capital Management LLC
✚
|
NY | 4,199.9 M |
|
Clear Investment Research LLC
✚
|
GA | 4,191.6 M |
|
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 4,190.4 M |
|
Salem Investment Counselors Inc
✚
|
NC | 4,188.1 M |
|
Crossingbridge Advisors LLC
✚
|
NY | 4,182.1 M |
|
Essex Financial Services Inc
✚
|
CT | 4,170.0 M |
|
IPG Investment Advisors LLC
✚
|
CA | 4,136.5 M |