Systematic Financial Management LP

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Assets, Funds, Holdings

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Systematic Financial Management LP
CRD #106146
SEC #801-48908
CIK #0001085936
AUM $3.4 BB (2024-03-27)
Employees 18 (33% Investors, 0% Brokers)
Phone201-928-1982
Address300 Frank W Burr Blvd
Teaneck, NJ 07666
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
FCNCA 10.8 0.1
MGY 4.2 0.1
EME 5.3 0.1
MLI 3.0 0.1
NWE 3.2 0.0
KBR 6.7 0.0
FIX 3.0 0.0
PIPR 2.1 0.0
ANF 0.9 0.0
ICFI 1.8 0.0
View All
Holdings by Sector ($BB)
151296302013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 75 0.0
(b) Individuals (high net worth individuals) 12 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 10 0.2
(h) Charitable organizations 14 0.1
(i) State or municipal government entities 15 1.8
(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 11 0.1
(n) Other 16 0.6
Total 156 3.4
By Discretionary
Discretionary 156 3.4
Non-Discretionary 0 0.0
Total 156 3.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.4
Total 156 3.4
Limited Partners2011 - 2024
Fresno County Employee Retirement Association
Kansas Public Employees Retirement System
Los Angeles County Employees Retirement Association
Minnesota State Board of Investment
Missouri Public School Retirement System
New York State and Local Retirement System
Orange County Employee Retirement System
EDGAR Form CIK 2011 - 2024
13F-HR [0001085936]
SC 13G [0001085936]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Systematic Financial Management LP American Public Education Inc [2023-02-13]
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Systematic Financial Management LP Silicom Ltd [2023-02-13]
Systematic Financial Management LP LSI Industries Inc [2023-02-13]
View All
Comparable Firms State AUM ($BB)
Essex Financial Services Inc
CT 3.4
Advisor Partners II LLC
CA 3.4
Texas Capital Bank Wealth Management Services Inc
TX 3.4
Cambiar Investors LLC
CO 3.4
Azimuth Capital Investment Management LLC
MI 3.4
Accredited Investors Inc
MN 3.4
Botty Investors LLC
FL 3.3
Schechter Investment Advisors LLC
MI 3.3
Calamos Wealth Management LLC
IL 3.3
Aristotle Capital Boston LLC
MA 3.3
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