Systelligence, LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 283582
- Registered since
- May 10, 2016
- Website
- www.evaluatorfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Systelligence, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2016. The firm is owned by an individual and serves institutional clients, charging fees as a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies, and it is classified as an unclassified adviser in the available data. Systelligence is not flagged as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant. The firm is listed under industry affiliations as an "Other Investment Adviser."
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Kyle Bubeck
Chief Compliance OfficerCRD 4784699

Kevin Miller
CIOCRD 1580298
Contacts
2 of 2
Collin Miller
PresidentCRD 6635761

Jacob Miller
Digital Marketing ConsultantCRD 7240242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$740M in ETFs
74%
$545M
18%
$195M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD US MULTIFACTOR ETF (VFMF) | Vanguard | Active | Mid Cap Blend | $28.4M | 160,678 | 3.84% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7760 France Ave S
- Time zone
- CT (UTC-6)
- Office locations
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