Systematic Financial Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Teaneck, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $4.2B in regulatory assets under management, 22 employees, 2 offices, and 177 accounts.
Assets Under Management
$4.2B
Employees
22
Offices
2 offices
Total Clients
177
Primary office
TEANECK, NJ
300 FRANK W BURR BLVD, 7TH FL GLENPOINTE EAST, TEANECK, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.4% of total clients.
Top client categories% of clientsClients
1
Individuals
51.4%
91
2
Charitable
9.0%
16
3
HNWI
7.9%
14
4
Government
7.9%
14
5
UNION / TAFT HARTLEY
7.9%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 30, 2026
Discretionary100.0%
$4.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts177
10Y AUM Change$-2.4B (-36.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee8:1
10Y Employee Change-11 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.