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| Systematic Financial Management LP
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|---|---|
| CRD # | 106146 |
| SEC # | 801-48908 |
| CIK # | 0001085936 |
| AUM | 4,206.5 M (2026-03-30) |
| Employees | 22 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 201-928-1982 |
| Address | 300 Frank W Burr Blvd Teaneck, NJ 07666 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Sat, 25 Jul 2026 | Systematic Financial Management LP Acquires Shares of 124,547 Towne Bank $TOWN — MarketBeat |
| Fri, 24 Jul 2026 | NorthWestern Corporation $NWE Shares Sold by Systematic Financial Management LP — MarketBeat |
| Fri, 24 Jul 2026 | Systematic Financial Management LP Has $96.31 Million Holdings in Tower Semiconductor Ltd. $TSEM — MarketBeat |
| Fri, 24 Jul 2026 | Systematic Financial Management LP Sells 14,011 Shares of OSI Systems, Inc. $OSIS — MarketBeat |
| Mon, 04 May 2026 | Systematic Financial Management LP Stock Portfolio — Intellectia AI |
| CIK | Period |
|---|---|
| 0001085936 |
| Sector | Form 13F Holdings | Value ($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 | |
| MKS Instruments Inc | 0.1 | |
| Piper Jaffray Companies | 0.1 | |
| Union First Market Bankshares Corp | 0.1 | |
| Trustco Bank Corp N Y | 0.1 | |
| Rex American Resources Corp | 0.1 | |
| Webster Financial Corp | 0.1 | |
| Madison Square Garden Co | 0.0 | |
| Washington Federal Inc | 0.0 | |
| Theravance Inc | 0.0 | |
| Madison Square Garden Entertainment Corp | 0.0 | |
| LSI Industries Inc | 0.0 | |
| Stifel Financial Corp | 0.0 | |
| Healthsouth Corp | 0.0 | |
| COHU Inc | 0.0 | |
| Ovintiv Inc | 0.0 | |
| Urban Outfitters Inc | 0.0 | |
| Comfort Systems USA Inc | 0.0 | |
| Sabra Health Care REIT Inc | 0.0 | |
| Provident Financial Services Inc | 0.0 | |
| Bridge Bancorp Inc | 0.0 | Prev | Page 1 | Next |
| 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 |
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|---|---|---|
|
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TX | 4,251.7 M |
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TX | 4,190.4 M |
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|
NC | 4,188.1 M |
|
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|
Essex Financial Services Inc
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|
CT | 4,170.0 M |
|
IPG Investment Advisors LLC
✚
|
CA | 4,136.5 M |