CRD: 297693
Systematic Alpha Investments, LLC
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- Custodian
- Bofa Securities · Citibank · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
About Systematic Alpha Investments, LLC
Systematic Alpha Investments, LLC is a Princeton-based RIA. The firm has been operating for 8 years. Managing $3.5B in total assets under management, with 1 advisory representatives. They custody assets with Bofa Securities and Citibank.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 23, 2026, reported AUM increased 28.4%, from $2.7B to $3.5B.
Across 5 reported observations, AUM increased 99.2% between March 26, 2022 and March 23, 2026, from $1.8B to $3.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 2 clients, or 2 clients per representative. That equates to $1.7B in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
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Owner & Executives
STEPHEN EDWIN EVANS
Chief Investment Officer, Manager
- CRD
- #2096178
- Ownership
- 75% or more
CHRISTOPHER LEE AINSWORTH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2726985
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,485,822,068 | $158,446,458 |
| Non-Discretionary | $0 | -- |
| Total | $3,485,822,068 | $158,446,458 |
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Separately Managed Accounts
SMA allocation detail is available
Systematic Alpha Investments, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Systematic Alpha Investments, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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