Data / Investment advisers / New Jersey / Systematic Financial Management LP
Systematic Financial Management LP, Teaneck, NJ: $4.2 billion AUM, SEC registered investment adviser
Systematic Financial Management LP is an SEC registered investment adviser with its main office in Teaneck, New Jersey and reports $4.2 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments, pension and profit sharing plans and investment companies. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106146
- SEC file number
- 801-48908
- SEC status
- Approved, effective April 10, 1995
- Main office
- 300 Frank W Burr Blvd 7th FL Glenpointe East, Teaneck, NJ 07666
- Phone
- (201) 928-1982
- Website
- sfmlp.com
- Regulatory AUM
- $4,206,539,621 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $4,206,539,621
- Accounts
- 177
- Employees
- 22, of which 8 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 14 | $1.98 billion |
| Pension and profit sharing plans | 11 | $837 million |
| Investment companies | 3 | $564.5 million |
| Charitable organizations | 16 | $95 million |
| Pooled investment vehicles | 2 | $90.9 million |
| Corporations or other businesses | 12 | $63.7 million |
| High net worth individuals | 14 | $33.9 million |
| Individuals (other than high net worth individuals) | 91 | $32.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.21 billion | March 30, 2026 |
| December 1, 2025 | $3.90 billion | March 26, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BC Advisors, LLC | Mt. Laurel | $4.73 billion | Not listed | adviserinfo.sec.gov |
| Forza Investment Group, LP | Summit | $4.64 billion | 8 | adviserinfo.sec.gov |
| 1932 Investment Management | Newark | $4.60 billion | Not listed | adviserinfo.sec.gov |
| Beacon Trust | Morristown | $4.44 billion | Not listed | adviserinfo.sec.gov |
| Simplicity Wealth | Summit | $4.27 billion | Not listed | adviserinfo.sec.gov |
| Harbourview Equity Partners, LLC | Newark | $3.88 billion | 5 | adviserinfo.sec.gov |
| Palisade Capital Management, LP | Fort Lee | $3.86 billion | 3 | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | $3.82 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Systematic Financial Management LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.