# Systematic Alpha Investments, LLC

> Systematic Alpha Investments, LLC is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 297693
- Filed as: SYSTEMATIC ALPHA INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297693
- AdvisorCensus page: https://advisorcensus.com/firm/systematic-alpha-investments-llc-princeton-nj-297693

## Quick answers

**How is Systematic Alpha Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Systematic Alpha Investments, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Systematic Alpha Investments, LLC located?**
Systematic Alpha Investments, LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Systematic Alpha Investments, LLC registered with the SEC or a state?**
Systematic Alpha Investments, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297693.

**How much does Systematic Alpha Investments, LLC manage?**
Systematic Alpha Investments, LLC reports $3,485,822,068 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Systematic Alpha Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Systematic Alpha Investments, LLC: Regulatory assets under management: $980,000,000 in the October 2021 data and $3,485,822,068 in the October 2026 data, up 256%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Systematic Alpha Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Which custodians does Systematic Alpha Investments, LLC use?**
Systematic Alpha Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc., Citigroup Global Markets Inc. and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Systematic Alpha Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297693

**What changed in Systematic Alpha Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,714,546,926 to $3,485,822,068 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- BofA Securities, Inc.
- Citigroup Global Markets Inc.
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,485,822,068
- Discretionary: $3,485,822,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $3,485,822,068 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $980,000,000 | 1 | March 2, 2021 |
| October 2022 | $1,750,000,000 | 1 | March 26, 2022 |
| October 2023 | $1,973,270,000 | 1 | March 21, 2023 |
| October 2024 | $2,283,200,000 | 1 | March 12, 2024 |
| October 2025 | $2,714,546,926 | 1 | March 25, 2025 |
| October 2026 | $3,485,822,068 | 1 | March 23, 2026 |

Regulatory assets under management: $980,000,000 in the October 2021 data and $3,485,822,068 in the October 2026 data, up 256%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,714,546,926 to $3,485,822,068 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Systematic Alpha Investments, LLC (CRD 297693): Form ADV filing data as of October 2026.