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Systematic Financial Management

Manager
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EIN 233367558
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Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
19
Schedule C investment manager rows

16 more corporate plans

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Who backs this manager

No allocator on the commitment tape names a fund of this manager.

Corporate and Taft-Hartley plans (Schedule C)

19 plans

+16 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Commitment rows

No rows.

What changed

  • Dec 31, 2024Manager relationship endedinferenceTeamster Affiliates Pension Plan
    Systematic Financial Management no longer appears on Teamster Affiliates Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedProducer-Writers Guild of America Pension Plan
    Systematic Financial Group appears on Producer-Writers Guild of America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedMichigan Laborers' Pension Plan
    Systematic Financial Management appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedOshkosh Corporation Hourly Employees' Retirement Plan
    Systematic Financial Management appears on Oshkosh Corporation Hourly Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedPierce Manufacturing Inc. Pension Plan
    Systematic Financial Management appears on Pierce Manufacturing Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov
Across the graphs

Systematic Financial Management is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

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›Connections

every published relationship on the graph

+20 connections on the graph