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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SYSTEMATIC ALPHA INVESTMENTS, LLC

CRD 297693

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12b02e69-591f-df65-e050-a8b267675586

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 1
Observed: Jun 29, 2018 to Mar 23, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Systematic Alpha Investments, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $3.5BItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.5B
Private client RAUM: $3.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $3.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 22
High net worth clients: 2
SEC number: 801-113746
CIK: 1806755
CRD: 297693
Filings on the tape: 13
First filed: Jun 29, 2018
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEPHEN EDWIN EVANS	Chartered Financial Analyst	PRINCETON, NJ	0	29	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AINSWORTH, CHRISTOPHER, LEE	CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Mar 23, 2026	Mar 23, 2026
EVANS, STEPHEN, EDWIN	MEMBER AND MANAGER	E	yes	06/2018	Mar 23, 2026	Mar 23, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PAVE INVESTMENT ADVISORS, LLC.	n/a	Asset manager	$670M	N	yes	n/a
PAVE SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 23, 2026	$3.5B	$3.5B	1	1	n/a	n/a
2024	Mar 25, 2025	$2.7B	$2.7B	1	1	n/a	n/a
2023	Mar 12, 2024	$2.3B	$2.3B	1	1	n/a	n/a
2022	Mar 21, 2023	$2.0B	$2.0B	1	1	n/a	n/a
2021	Mar 26, 2022	$1.8B	$1.8B	1	1	n/a	n/a
2020	Mar 2, 2021	$980M	$980M	1	1	n/a	n/a
2019	Feb 8, 2020	$482M	$482M	1	1	n/a	n/a
2018	Feb 12, 2019	$286M	$286M	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.5B	$2.7B	28.4%	$2.0B	20.9%	1	1	0	0

Relationships

Affiliated with (3)

← PAVE INVESTMENT ADVISORS, LLC.Registered adviserother investment adviser, common control
factForm ADV
→ PAVE INVESTMENT ADVISORS, LLC.Registered adviserother investment adviser, common control
factForm ADV
← PAVE FINANCE, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Registered with (1)

← STEPHEN EDWIN EVANSAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Controls (2)

← EVANS, STEPHEN, EDWINOwnerMEMBER AND MANAGER, ownership code E, individual
Jun 29, 2018 to Mar 12, 2024factForm ADV
← AINSWORTH, CHRISTOPHER, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2023 to Mar 12, 2024factForm ADV

Dated events

Occurred
Mar 23, 2026
Regulatory AUM changed
Systematic Alpha Investments, Llc reported RAUM $3.5B, up 28% from $2.7B (2025-03-25 to 2026-03-23)
Form ADVobserved 5 days ago
$771M
Occurred
Jan 5, 2023
Control person joined
Lee Christopher Ainsworth (Chief Compliance Officer) appeared on Schedule A of Systematic Alpha Investments, Llc
Form ADVobserved 5 days ago
Occurred
Mar 26, 2022
Regulatory AUM changed
Systematic Alpha Investments, Llc reported RAUM $1.8B, up 79% from $980.0M (2021-03-02 to 2022-03-26)
Form ADVobserved 5 days ago
$770M
Occurred
Mar 2, 2021
Regulatory AUM changed
Systematic Alpha Investments, Llc reported RAUM $980.0M, up 104% from $481.5M (2020-06-29 to 2021-03-02)
Form ADVobserved 5 days ago
$499M
Occurred
Feb 8, 2020
Regulatory AUM changed
Systematic Alpha Investments, Llc reported RAUM $481.5M, up 68% from $286.3M (2019-07-08 to 2020-02-08)
Form ADVobserved 5 days ago
$195M
Occurred
Jun 29, 2018
First Form ADV filing
Systematic Alpha Investments, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12b02e69-591f-df65-e050-a8b267675586
First observed: Jun 29, 2018
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SYSTEMATIC ALPHA INVESTMENTS, LLC

CRD 297693

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12b02e69-591f-df65-e050-a8b267675586

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN EDWIN EVANS

Chartered Financial Analyst

PRINCETON, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AINSWORTH, CHRISTOPHER, LEE

CHIEF COMPLIANCE OFFICER

yes

01/2023

Mar 23, 2026

EVANS, STEPHEN, EDWIN

MEMBER AND MANAGER

yes

06/2018

Mar 23, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PAVE INVESTMENT ADVISORS, LLC.

n/a

Asset manager

$670M

yes

n/a

PAVE SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$3.5B

n/a

2024

Mar 25, 2025

$2.7B

n/a

2023

Mar 12, 2024

$2.3B

n/a

2022

Mar 21, 2023

$2.0B

n/a

2021

Mar 26, 2022

$1.8B

n/a

2020

Mar 2, 2021

$980M

n/a

2019

Feb 8, 2020

$482M

n/a

2018

Feb 12, 2019

$286M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.5B

$2.7B

28.4%

$2.0B

20.9%