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⚲
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| Systematic Financial Management LP
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|
|---|---|
| CRD # | 106146 |
| SEC # | 801-48908 |
| CIK # | 0001085936 |
| AUM | $3.4 BB (2024-03-27) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 201-928-1982 |
| Address | 300 Frank W Burr Blvd Teaneck, NJ 07666 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001085936] | |
| SC 13G | [0001085936] |
| 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
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|
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 |