Systelligence, LLC

RIASEC Registered

Total AUM

$784M

Discretionary

$784M

100% of AUM

Avg account

$131M

Accounts

6

Employees

4

Advisory reps

4

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

FINTRX

Overview

Systelligence, LLC is an institutional registered investment adviser that has been SEC-registered since 2016. Structured as a limited liability company and owned by an individual, the firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory activity is focused on portfolio management for investment companies rather than retail wealth management or pension consulting. Public filings indicate the firm is not positioned as an ESG-focused investor and does not identify as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Kevin Miller
CIOCRD 1580298
Kyle Bubeck
Chief Compliance OfficerCRD 4784699

Contacts

2 of 2

Jacob Miller
Digital Marketing ConsultantCRD 7240242
Collin Miller
PresidentCRD 6635761

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 72

Active vs passive

$740M in ETFs

Passive

74%

$545M

Active

18%

$195M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD US MULTIFACTOR ETF (VFMF)	Vanguard	Active	Mid Cap Value	$28.4M	160,678	3.84%

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Primary office

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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