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| Happy Holidays!! thanks for using AUM13F!! |
| Systematic Financial Management LP
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| CRD # | 106146 |
| SEC # | 801-48908 |
| CIK # | 0001085936 |
| AUM | $3.9 B (2025-03-26) |
| Employees | 20 (40% Investors, 0% Brokers) |
| Phone | 201-928-1982 |
| Address | 300 Frank W Burr Blvd Teaneck, NJ 07666 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Emcor Group Inc | 0.1 | ||
| Mueller Industries Inc | 0.1 | ||
| TPG Pace Energy Holdings Corp | 0.1 | ||
| OSI Systems Inc | 0.1 | ||
| Northwestern Energy Group Inc | 0.1 | ||
| Webster Financial Corp | 0.1 | ||
| Healthsouth Corp | 0.1 | ||
| Piper Jaffray Companies | 0.1 | ||
| Urban Outfitters Inc | 0.1 | ||
| K12 Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 0.0 |
| (b) Individuals (high net worth individuals) | 21 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 13 | 0.7 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 14 | 1.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.1 |
| (n) Other | 15 | 0.5 |
| Total | 165 | 3.9 |
| By Discretionary | ||
| Discretionary | 165 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 165 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 165 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001085936] | |
| SC 13G | [0001085936] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Frontier Advisors LLC
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|
MA | 3.9 |
|
Oberweis Asset Management Inc
✚
|
IL | 3.9 |
|
Schechter Investment Advisors LLC
✚
|
MI | 3.9 |
|
Daymark Wealth Partners LLC
✚
|
OH | 3.9 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.9 |
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |
|
Crossingbridge Advisors LLC
✚
|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
✚
|
CA | 3.9 |
|
Nations Financial Group Inc
✚
|
IA | 3.9 |