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SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146File 801-48908
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.21B
Top 25% of cohort (national)
Discretionary AUM
$4.21B
Clients
163
177 accounts
Employees
22
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 10, 1995
- Principal office
- 300 FRANK W BURR BLVD, 7TH FL GLENPOINTE EAST, TEANECK, NJ, 07666
- Phone
- 201-928-1982
- Website
- HTTPS://WWW.SFMLP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.21B
- Discretionary AUM
- $4.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 177
- Non-discretionary accounts
- 0
- Total accounts
- 177
- AUM per client
- $25.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $63.7M |
| Investment companies | 3 | $564.5M |
| Charitable organizations | 16 | $95.0M |
| High net worth individuals | 14 | $33.9M |
| Pooled investment vehicles | 2 | $90.9M |
| Pension and profit sharing plans | 11 | $837.0M |
| State or municipal government entities | 14 | $1.98B |
| Individuals (other than high net worth individuals) | 91 | $32.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 177 | 163 | decreased by14 |
| Apr 1, 2026 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2026 | Clients | 165 | 177 | increased by12 |
| Apr 1, 2026 | AUM | $3,903,107,908 | $4,206,539,621 | increased by$303,431,713 |
| Apr 1, 2026 | Accounts | 165 | 177 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 20 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 118 | 165 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,377,687,430 | $3,903,107,908 | increased by$525,420,478 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 118 | 165 | increased by47 |
| Apr 1, 2022 | Clients | 110 | 118 | increased by8 |
| Apr 1, 2022 | AUM | $2,270,663,371 | $3,377,687,430 | increased by$1,107,024,059 |
| Apr 1, 2022 | Accounts | 110 | 118 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SYSTEMATIC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYSTEMATIC FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.