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 owned LLC that registered with the SEC in 2018 and serves individual and family clients. The firm’s stated advisory activity is portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component and fixed fees. It is not positioned as a multi-state adviser, a pension consultant, or a capital allocator, and it reports not being an active ESG investor. Industry affiliations list both a broker-dealer connection and another investment adviser relationship.
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1CHRISTOPHER AINSWORTH
Chief Executive OfficerCRD 2726985
Contacts
1 of 1STEPHEN EVANS
Portfolio ManagerCRD 2096178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$2.3B in ETFs
97%
$2.2B
0%
$75.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $677M | 1,132,544 | 29.61% |
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
Similar firms
WATERMARK GROUP, INC.
RIAPRINCETON, NJ
EDGESTREAM PARTNERS, L.P.
RIAPRINCETON, NJ
ROUNDVIEW CAPITAL, LLC
RIAPRINCETON, NJ
PRYSM CAPITAL, L.P.
RIAPRINCETON, NJ
PRINCETON EQUITY GROUP
RIAPRINCETON, NJ
PRINCETON GLOBAL ASSET MANAGEMENT LLC
RIAPRINCETON, NJ