What Systematic Financial Management does

Systematic Financial Management, L.P. is a privately-held U.S. investment management firm founded in 1982 and headquartered in Teaneck, New Jersey (300 Frank W. Burr Boulevard, Glenpointe East). The firm manages approximately $4.8 billion in total firm-wide assets as of March 31, 2026, serving three client segments: institutional investors (pension funds, endowments, foundations), sub-advisory clients (other investment management firms outsourcing equity strategies), and private clients (high-net-worth individuals and families). The firm operates with a headcount in the 11-50 range and is governed as a New Jersey limited partnership.

Systematic offers three core equity strategies — Small Cap Value Free Cash Flow (inception January 1, 1993), SMID Cap Value Free Cash Flow (inception November 1, 2010), and Mid Cap Value Free Cash Flow (inception February 1, 2020) — each benchmarked to the Russell 2000 Value, Russell 2500 Value, and Russell Mid Cap Value indices, respectively. All three strategies are built on the firm's proprietary Free Cash Flow Value process, which screens for undervalued companies with strong free cash flow generation, low relative leverage, and the ability to retire all outstanding debt within ten years from expected free cash flow. Investment decisions are driven by bottom-up fundamental equity research executed by a team that includes a CIO with 33 years of tenure, multiple CFA-credentialed portfolio managers and analysts, and a dedicated head trader and equity trading function. The firm employs FactSet and quantitative stock screens as research support.

Systematic generates revenue through recurring asset-based management fees tied to assets under management across its three equity strategies, distributed through direct institutional sales and consultant/advisor relationships rather than retail or digital channels. The firm does not disclose pricing, but its institutional and sub-advisory positioning implies negotiated fee schedules typical of active small- and mid-cap value managers. Additional revenue is generated from a disclosed 13F position in Onto Innovation Inc. valued at approximately $16.6 million (December 4, 2025), which is consistent with portfolio investments rather than operating revenue. The firm has no parent company, no disclosed outside investors, and no subsidiaries.

Name

Systematic Financial Management

Legal name

Systematic Financial Management, LP

Website

https://sfmlp.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

11–50 employees

Short description

Systematic Financial Management is a private Teaneck, NJ-based investment manager founded in 1982, managing $4.8B across three Free Cash Flow Value equity strategies (Small, SMID, Mid Cap) for institutional, sub-advisory, and private clients using a fundamental bottom-up approach.

Ownership category

akta.pro rank

Product category

Investment Management (Active Equity Asset Management)

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Investment management
• Value equity strategies
• Institutional asset management
• Sub-advisory services
• Small mid cap value

Headquarters

HQ city

Teaneck

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Systematic generates revenue through management fees based on assets under management (AUM). The firm manages $4.8 billion in total firm-wide assets as of March 31, 2026, serving institutional, sub-advisory, and private clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Systematic Financial Management is a US investment management firm that delivers actively managed, value-oriented equity portfolios to institutional investors, sub-advisory clients, and private wealth clients. The firm offers three distinct strategies — Small Cap Value, SMID Cap Value, and Mid Cap Value — all executed through a single proprietary Free Cash Flow Value investment process that targets undervalued companies with strong cash flows, low debt, and high financial strength across the US equity market capitalization spectrum.

Product overview

Systematic Financial Management is an investment management firm offering three distinct equity investment strategies: Small Cap Value Free Cash Flow, SMID Cap Value Free Cash Flow, and Mid Cap Value Free Cash Flow. All three strategies are built on the firm's proprietary Free Cash Flow Value investing methodology, which seeks to identify high-quality, undervalued stocks with superior financial strength, strong free cash flows, and lower relative levels of debt. The strategies differ primarily in their target market capitalization ranges and benchmark indices, but share a unified investment process and philosophy applied consistently across all three products.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Cap Value Free Cash Flow An actively managed US equity strategy seeking long-term capital appreciation by investing in undervalued small-capitalization companies with superior financial strength, strong free cash flows, and lower relative debt levels. Benchmarked against the Russell 2000 Value index and available to institutional, sub-advisory, and private clients via separate accounts.
• SMID Cap Value Free Cash Flow An actively managed US equity strategy seeking long-term capital appreciation by investing in undervalued small- to mid-capitalization companies with superior financial strength, strong free cash flows, and lower relative debt levels. Benchmarked against the Russell 2500 Value index and available to institutional, sub-advisory, and private clients via separate accounts.
• Mid Cap Value Free Cash Flow An actively managed US equity strategy seeking long-term capital appreciation by investing in undervalued mid-capitalization companies with superior financial strength, strong free cash flows, and lower relative debt levels. Benchmarked against the Russell Mid Cap Value index and available to institutional, sub-advisory, and private clients via separate accounts.

Quantifiable outcome

• Three strategies with inception dates ranging from 1993 to 2020, demonstrating long-term track record of applying consistent investment process

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered minor.

• SEEDS – Access Changes EverythingminorOthersSystematic has formed a sponsorship partnership with SEEDS, a local nonprofit organization founded in 1992 that prepares motivated, high-achieving, low-income students for admission to private schools and colleges. The firm matches employee contributions to charities and provides financial support to this educational organization.
• Passaic High School Pathways ProgramminorOthersSystematic works with Passaic High School students within their NAF Finance Academy Pathways Program. The firm serves on the program's Advisory Board, provides job shadowing, career seminars, mock interviews, and essay writing assistance. Passaic High School offers advanced college-level classes in Finance, Business, Graphic Design, Computer Science and more.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ariel Investments: Ariel Investments is an independent, employee-owned investment manager that runs fundamentally-driven small- and mid-cap value equity strategies for institutional and intermediary clients — directly comparable to Systematic's three-cap FCF Value lineup.
• Argent Capital Management: Argent is a small/mid-cap value equity specialist serving institutional and intermediary clients. Compares directly to Systematic on mandate size, product focus, and high-conviction fundamental approach.
• Royce Investment Partners: Royce is a specialist small-cap value manager serving institutional and intermediary clients with multiple small-cap strategies. It is a direct competitor in the niche value sub-advisory and institutional segment where Systematic competes.
• Westwood Holdings Group: Westwood runs fundamental small- and mid-cap value equity strategies for institutional clients and sub-advisory platforms, with a focus on quality balance sheets. Closely comparable to Systematic on style, segment, and distribution.
• Eagle Asset Management: Eagle runs a small-cap value strategy alongside a broader lineup, and serves both institutional and sub-advisory clients. Comparable as a competing small/mid value sub-advisor and institutional product.
• Sound Shore Management: Sound Shore is an employee-owned fundamental large- and mid-cap value manager with a long track record serving institutional clients. Comparable on philosophy and institutional/private wealth distribution.
• D.F. Dent and Company: D.F. Dent is a small/mid-cap value manager with a long-tenured team and fundamental, quality-bias approach. Comparable as a competing boutique in the small/mid value institutional segment.
• Hotchkis & Wiley Capital Management: Hotchkis & Wiley is an employee-owned fundamental value manager with mid- and large-cap value strategies. It is a close comparable on philosophy (fundamental, value-tilted, long-tenured team) and institutional/intermediary distribution model.
• Keeley-Teton Advisors: Keeley-Teton is a small-cap and SMID-cap value manager serving institutional clients. Direct comparable on size, style, and fundamental bottom-up process.
• Cramer Rosenthal McGlynn: CRM (now Cramer McGlynn) is a fundamental, bottom-up small- and mid-cap value manager serving institutional and sub-advisory clients — a direct peer on product, philosophy, and client mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/systematic-financial-management-lp

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Systematic Financial Management