other names
  • SYSTEMATIC ALPHA INVESTMENTS, LLC

Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 07/31/2018
ADV Location PRINCETON, NJ, United States
Contact Info 609 xxxxxxx
AUM* 3,485,822,068 53%
of that, discretionary 3,485,822,068 53%
Private Fund GAV* 0
Avg Account Size 158,446,458 594%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Number of Employees 1

of those in investment advisory functions 1

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 846M 564M 282M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVanguard S&P 500 ETF $ Position$710,252,500 % Position22.00% $ Change2.00% # Change0.00%
Stck Ticker532457108 Stock NameEli Lilly and Company $ Position$300,161,300 % Position9.00% $ Change41.00% # Change0.00%
Stck Ticker037833100 Stock NameApple Inc. $ Position$156,630,500 % Position5.00% $ Change7.00% # Change0.00%
Stck Ticker67066G104 Stock NameNVIDIA Corporation $ Position$166,958,500 % Position5.00% $ Change0.00% # Change0.00%
Stck Ticker922908744 Stock NameVanguard Value ETF $ Position$170,910,800 % Position5.00% $ Change2.00% # Change0.00%
Stck Ticker594918104 Stock NameMicrosoft Corporation $ Position$121,583,000 % Position4.00% $ Change-7.00% # Change0.00%
Stck Ticker02079K305 Stock NameAlphabet Inc. Class A $ Position$96,591,800 % Position3.00% $ Change29.00% # Change0.00%
Stck Ticker038222105 Stock NameApplied Materials, Inc. $ Position$81,619,510 % Position3.00% $ Change26.00% # Change0.00%
Stck Ticker30303M102 Stock NameMeta Platforms Inc Class A $ Position$48,496,810 % Position2.00% $ Change-10.00% # Change0.00%
Stck Ticker023135106 Stock NameAmazon.com, Inc. $ Position$52,049,910 % Position2.00% $ Change5.00% # Change0.00%

Brochure Summary