Systematic Financial Management LP is a large advisory firm based in Teaneck. It manages $2.77 billion of regulatory assets for 221 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 40 other states.
Systematic Financial Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Systematic Financial Management LP is $2.77 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Systematic Financial Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Systematic Financial Management is state or municipal government entities with 15 clients and $769.1 million of assets under management. Among the 10 most similar advisory firms, Systematic Financial Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $2 billion for 187 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Systematic Financial Management doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Systematic Financial Management LP performs its advisory services is located at 300 Frank W Burr Blvd, Teaneck, NJ 07666, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-928-1982 or by fax 201-928-1401. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at sfmlp.com/.