SYSTEMATIC FINANCIAL MANAGEMENT LP
SEC RegisteredValue investing with a focus on quality
About the firm
Systematic Financial Management, L.P. is an investment advisory firm with 30+ years of experience managing institutional and private client portfolios, focused on small- and mid-cap value equity investing using a consistent, disciplined Free Cash Flow Value approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively managed Small, SMID and Mid Cap equity strategies using a Free Cash Flow Value approach, building value portfolios focused on companies' financial health, cash flows, and debt levels to identify undervalued opportunities.
Who they serve
Institutional and private clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 91 | $33M |
| High Net Worth Individuals | 14 | $34M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $91M |
| Charitable Organizations | 11 | $837M |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Small Cap Free Cash Flow - First Tier | 1.00% |
| Small Cap Free Cash Flow - Second Tier | 0.75% |
| Small Cap Free Cash Flow - Third Tier | 0.60% |
| SMID Cap Free Cash Flow - First Tier | 0.85% |
| SMID Cap Free Cash Flow - Second Tier | 0.75% |
| SMID Cap Free Cash Flow - Third Tier | 0.60% |
| Mid Cap Free Cash Flow - First Tier | 0.75% |
| Mid Cap Free Cash Flow - Second Tier | 0.50% |
| Mid Cap Free Cash Flow - Third Tier | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SYSTEMATIC FINANCIAL MANAGEMENT LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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