{
  "crd_number": 106146,
  "slug": "systematic-financial-management-lp-teaneck-nj-106146",
  "primary_business_name": "SYSTEMATIC FINANCIAL MANAGEMENT LP",
  "legal_name": "SYSTEMATIC FINANCIAL MANAGEMENT LP",
  "dbas": [],
  "city": "Teaneck",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-04-10",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 4206539621.0,
  "raum_discretionary": 4206539621.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 510253113.0,
      "count": 14,
      "description": "UNION / TAFT HARTLEY"
    },
    "charitable": {
      "raum": 94976566.0,
      "count": 16
    },
    "individuals": {
      "raum": 32897906.0,
      "count": 91
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1978423623.0,
      "count": 14
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 564511980.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 836973594.0,
      "count": 11
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 33935034.0,
      "count": 14
    },
    "pooled_investment_vehicles": {
      "raum": 90856713.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 63711092.0,
      "count": 12
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://linkedin.com/company/8775999",
    "https://sfmlp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106146",
  "city_as_filed": "TEANECK",
  "url": "https://advisorcensus.com/firm/systematic-financial-management-lp-teaneck-nj-106146",
  "display_name": "Systematic Financial Management LP",
  "summary": "Systematic Financial Management LP is an SEC-registered investment advisory firm in Teaneck, NJ, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Systematic Financial Management LP (CRD 106146): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Systematic Financial Management LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Systematic Financial Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Systematic Financial Management LP located?",
      "a": "Systematic Financial Management LP's principal office is in Teaneck, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Systematic Financial Management LP registered with the SEC or a state?",
      "a": "Systematic Financial Management LP is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106146."
    },
    {
      "q": "How much does Systematic Financial Management LP manage?",
      "a": "Systematic Financial Management LP reports $4,206,539,621 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Systematic Financial Management LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Systematic Financial Management LP: Regulatory assets under management: $2,270,663,371 in the October 2021 data and $4,206,539,621 in the October 2026 data, up 85%. Total employees: 18 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Systematic Financial Management LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91); charitable organizations (16); high net worth individuals (14)."
    },
    {
      "q": "Which custodians does Systematic Financial Management LP use?",
      "a": "Systematic Financial Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Northern Trust and State Street as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Systematic Financial Management LP report any disciplinary disclosures?",
      "a": "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/106146"
    },
    {
      "q": "What changed in Systematic Financial Management LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its office addresses in Newport Beach, CA. Registered or notice-filed in AR, NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2270663371.0,
      "total_employees": 18,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3377687430.0,
      "total_employees": 18,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3053113802.0,
      "total_employees": 17,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3359521956.0,
      "total_employees": 18,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3903107908.0,
      "total_employees": 20,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4206539621.0,
      "total_employees": 22,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in Newport Beach, CA.",
        "Registered or notice-filed in AR, NH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/systematic-financial-management-lp-teaneck-nj-106146.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 91,
      "fewer_than_5": false,
      "raum": 32897906.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 33935034.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 564511980.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 90856713.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 836973594.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 16,
      "fewer_than_5": false,
      "raum": 94976566.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 1978423623.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 63711092.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 14,
      "fewer_than_5": false,
      "raum": 510253113.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106146",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}