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SYSTEMATIC ALPHA INVESTMENTS, LLC
CRD 297693File 801-113746
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.49B
Top 25% of cohort (national)
Discretionary AUM
$3.49B
Clients
2
22 accounts
Employees
1
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 31, 2018
- Principal office
- 36 MERCER STREET, PRINCETON, NJ, 08540
- Phone
- 609-751-7550
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.49B
- Discretionary AUM
- $3.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $1.74B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $3.49B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $2,714,546,926 | $3,485,822,068 | increased by$771,275,142 |
| Apr 1, 2026 | Accounts | 175 | 22 | decreased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,750,000,000 | $2,714,546,926 | increased by$964,546,926 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 110 | 175 | increased by65 |
| Apr 1, 2022 | AUM | $980,000,000 | $1,750,000,000 | increased by$770,000,000 |
| Apr 1, 2022 | Accounts | 65 | 110 | increased by45 |
| 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 ALPHA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYSTEMATIC ALPHA” 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.