S
CRD: 297693
Systematic Alpha Investments, LLC
$3.5B Total AUM
$3.5B Disc. AUM
20.9% 3Y CAGR
1 Employees
2 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bofa Securities · Citibank · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2018
- Office Locations
- 1
Office Locations
36 Mercer Street Princeton NJ
About Systematic Alpha Investments, LLC
Systematic Alpha Investments, LLC is a Princeton-based RIA. The firm has been operating for 7 years. Managing $3.5B in total assets under management, with 1 advisory representatives. They custody assets with Bofa Securities and Citibank.
Team overview
-- AVG AGE
$3.5B AVG AUM / ADVISOR
$1.7B AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN EDWIN EVANS
Chief Investment Officer, Manager
- CRD
- #2096178
- Ownership
- 75% or more
Available
Available
Available
C
CHRISTOPHER LEE AINSWORTH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2726985
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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