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SYSTEMATIC FINANCIAL MANAGEMENT LP

300 Frank W Burr Blvd
7th Fl Glenpointe East
Teaneck, New Jersey 07666
Tel: 201-928-1982

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About SYSTEMATIC FINANCIAL MANAGEMENT LP

SYSTEMATIC FINANCIAL MANAGEMENT LP, formally registered with the SEC as SYSTEMATIC FINANCIAL MANAGEMENT LP. The firm was established in 04/10/1995. They have over 3 offices throughout the country.

SYSTEMATIC FINANCIAL MANAGEMENT LP is a Teaneck, New Jersey based Financial Planning firm with nearly $3,359,521,956 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106146
SEC#801-48908
Assets Managed by Firm$3,359,521,956
No. of Clients156
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total156$3,359,521,956
Individuals (other than high net worth individuals)75$27,363,277
High net worth individuals12$34,693,478
Pension and profit sharing plans10$216,609,188
Charitable organizations14$66,635,062
Corporations or other businesses11$87,088,620

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