# Systematic Financial Management LP

> 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.

- CRD: 106146
- Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Teaneck, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106146
- AdvisorCensus page: https://advisorcensus.com/firm/systematic-financial-management-lp-teaneck-nj-106146

## Quick answers

**How is Systematic Financial Management LP compensated?**
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.

**Where is Systematic Financial Management LP located?**
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).

**Is Systematic Financial Management LP registered with the SEC or a state?**
Systematic Financial Management LP is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106146.

**How much does Systematic Financial Management LP manage?**
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).

**How have Systematic Financial Management LP's assets and staff changed since 2021?**
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.

**What types of clients does Systematic Financial Management LP serve?**
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).

**Which custodians does Systematic Financial Management LP use?**
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.

**Does Systematic Financial Management LP 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/106146

**What changed in Systematic Financial Management LP's recent Form ADV filings?**
In the April 2026 filing data: Changed its office addresses in Newport Beach, CA. Registered or notice-filed in AR, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Northern Trust
- State Street

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: $4,206,539,621
- Discretionary: $4,206,539,621
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $32,897,906 |
| High net worth individuals | 14 | $33,935,034 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $564,511,980 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $90,856,713 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $836,973,594 |
| Charitable organizations | 16 | $94,976,566 |
| State or municipal government entities (including government pension plans) | 14 | $1,978,423,623 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $63,711,092 |
| Other | 14 | $510,253,113 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 22 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- sfmlp.com
- LinkedIn @8775999

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,270,663,371 | 18 | March 31, 2021 |
| October 2022 | $3,377,687,430 | 18 | March 30, 2022 |
| October 2023 | $3,053,113,802 | 17 | March 30, 2023 |
| October 2024 | $3,359,521,956 | 18 | March 27, 2024 |
| October 2025 | $3,903,107,908 | 20 | March 26, 2025 |
| October 2026 | $4,206,539,621 | 22 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in Newport Beach, CA.
- Registered or notice-filed in AR, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Systematic Financial Management LP (CRD 106146): Form ADV filing data as of October 2026.