Systematic Alpha Investments, LLC
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 297693
- Registered since
- July 31, 2018
- Custodians
- BOFA SECURITIES, INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITIGROUP GLOBAL MARKETS INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Systematic Alpha Investments, LLC is a privately held limited liability company that has been SEC-registered since 2018. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, with a client base described as individual and family investors. Its fee model combines a percentage of assets under management and fixed fees. Systematic Alpha does not identify as an active ESG investor, is not multi-state, and does not act as a capital allocator. Regulatory/industry affiliations include relationships with broker-dealers and other investment advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Christopher Ainsworth
Chief Executive OfficerCRD 2726985
Contacts
1 of 1
Stephen Evans
Portfolio ManagerCRD 2096178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$1.4B in ETFs
94%
$1.4B
0%
$83.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $778M | 1,132,544 | 54.09% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 36 Mercer St
- Time zone
- ET (UTC-5)
- Office locations
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