Investment adviser · CRD 106146
SYSTEMATIC FINANCIAL MANAGEMENT LP
Investment adviser filing (IA)
TEANECK, NJ, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $4.21B Form ADV · Item 5.F
- Client accounts
- 177 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 14 | $1,978,423,623 | 47.0% |
| Retirement plans | 11 | $836,973,594 | 19.9% |
| Investment companies | 3 | $564,511,980 | 13.4% |
| Other clients | 14 | $510,253,113 | 12.1% |
| Charities | 16 | $94,976,566 | 2.3% |
| Pooled investment vehicles | 2 | $90,856,713 | 2.2% |
| Corporations & businesses | 12 | $63,711,092 | 1.5% |
| High-net-worth individuals | 14 | $33,935,034 | 0.8% |
| Individuals | 91 | $32,897,906 | 0.8% |
Filing source
Form ADV 2059124 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
300 FRANK W BURR BLVD, 7TH FL GLENPOINTE EASTTEANECK, NJ, 07666, United States
CRD 106146
Filing source
Form ADV 2059124 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.