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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

SYSTEMATIC FINANCIAL MANAGEMENT LP

CRD 106146

TEANECK, 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:b07ccf1e-e9b9-3e56-8684-7c93f6e4a6a8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Dec 8, 2011 to Mar 30, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: other adviserderivedprivate_client_share=0.02 fund_share=0.16 institutional_share=0.69 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $4.2BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.2B
Private client RAUM: $66.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $841Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 177
Individual clients: 91
High net worth clients: 14
SEC number: 801-48908
CIK: 1085936
CRD: 106146
Filings on the tape: 24
First filed: Dec 8, 2011
Latest filed: Mar 30, 2026
Organised: Limited Partnership, DE
Website: sfmlp.com

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
JAMES VINCENT WALLERIUS	n/a	AMELIA ISLAND, FL \| Jacksonville, FL	24	37	n/a	no
KENNETH BURGESS	Chartered Financial Analyst	TEANECK, NJ	13	33	n/a	no
WALTER RYAN WICK	Chartered Financial Analyst	TEANECK, NJ	7	26	n/a	no
RICHARD SCOTT PLUMMER	Chartered Financial Analyst	TEANECK, NJ	3	21	n/a	no
MATTHEW JAMES TANGEL	Chartered Financial Analyst	TEANECK, NJ	1	18	n/a	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
AFFILIATED MANAGERS GROUP, INC.	SERIES A MEMBER	E	yes	12/2010	Dec 8, 2011	Mar 27, 2024
BURGESS, KENNETH	CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER	Na	yes	03/1997	Dec 8, 2011	Mar 27, 2024
KOHLER, KAREN, ELIZABETH	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER	Na	yes	03/2006	Dec 8, 2011	Mar 27, 2024
TITAN NJ LP HOLDINGS LLC	GENERAL PARTNER	E	no	12/2010	Dec 8, 2011	Mar 27, 2024

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
AMG FUNDS LLC	n/a	Asset manager	$18B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEWPORT BEACH	CA	United States	1	no
n/a	n/a	n/a	1	no

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	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$4.2B	$4.2B	22	8	2	n/a	n/a
2024	Mar 26, 2025	$3.9B	$3.9B	20	8	2	n/a	n/a
2023	Mar 27, 2024	$3.4B	$3.4B	18	6	2	n/a	n/a
2022	Mar 30, 2023	$3.1B	$3.1B	17	5	2	n/a	n/a
2021	Mar 30, 2022	$3.4B	$3.4B	18	6	1	n/a	n/a
2020	Mar 31, 2021	$2.3B	$2.3B	18	6	1	n/a	n/a
2019	Mar 25, 2020	$2.6B	$2.6B	20	8	1	n/a	n/a
2018	Mar 29, 2019	$2.8B	$2.8B	30	12	1	n/a	n/a
2017	Mar 29, 2018	$5.0B	$5.0B	32	13	1	n/a	n/a
2016	Mar 31, 2017	$6.6B	$6.6B	33	12	n/a	n/a	n/a
2015	Mar 30, 2016	$9.4B	$9.4B	38	13	n/a	n/a	n/a
2014	Mar 31, 2015	$13B	$13B	42	15	n/a	n/a	n/a
2013	Mar 28, 2014	$14B	$14B	42	15	n/a	n/a	n/a
2012	Apr 1, 2013	$11B	$11B	47	15	n/a	n/a	n/a
2011	Mar 30, 2012	$10B	$10B	n/a	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	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	$4.2B	$3.9B	7.8%	$3.1B	11.3%	22	20	2	2

Relationships

Affiliated with (2)

→ AMG FUNDS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← AMG FUNDS LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← MATTHEW JAMES TANGELAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← RICHARD SCOTT PLUMMERAdvisorregistration: current employment
Jun 12, 2023 to presentfactForm ADV
← WALTER RYAN WICKAdvisorregistration: current employment
Oct 24, 2018 to presentfactForm ADV
← KENNETH BURGESSAdvisorregistration: current employment
Dec 18, 2012 to presentfactForm ADV
← JAMES VINCENT WALLERIUSAdvisorregistration: current employment
Jun 25, 2002 to presentfactForm ADV

Controls (3)

← BURGESS, KENNETHOwnerCHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Dec 8, 2011 to Mar 27, 2024factForm ADV
← KOHLER, KAREN, ELIZABETHOwnerCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER, ownership code NA, individual
Dec 8, 2011 to Mar 27, 2024factForm ADV
← AFFILIATED MANAGERS GROUP, INC.OwnerSERIES A MEMBER, ownership code E, domestic entity
Dec 8, 2011 to Mar 27, 2024factForm ADV

Owns (1)

← TITAN NJ LP HOLDINGS LLCOwnerGENERAL PARTNER, ownership code E, domestic entity
Dec 8, 2011 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 30, 2022
Regulatory AUM changed
Systematic Financial Management Lp reported RAUM $3.4B, up 49% from $2.3B (2021-03-31 to 2022-03-30)
Form ADVobserved 4 days ago
$1.1B
Occurred
Mar 31, 2021
Control person left
Emerson Eoin Middaugh (Portfolio Manager & Management Committee Member) no longer on Schedule A of Systematic Financial Management Lp (listed 2020-06-26, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2020
Control person left
Kevin Daniel Mccreesh (Chief Investment Officer/Portfolio Manager & Management Committee Member) no longer on Schedule A of Systematic Financial Management Lp (listed 2019-11-21, absent 2020-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
Systematic Financial Management Lp reported RAUM $2.8B, down 44% from $5.0B (2018-03-29 to 2019-03-29)
Form ADVobserved 4 days ago
$-2.2B
Occurred
Mar 29, 2019
Control person left
Matthew Ronald Mushock (Managing Partner & Portfolio Manager) no longer on Schedule A of Systematic Financial Management Lp (listed 2018-03-29, absent 2019-03-29)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b07ccf1e-e9b9-3e56-8684-7c93f6e4a6a8
First observed: Dec 8, 2011
Last observed: Mar 30, 2026 5 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 FINANCIAL MANAGEMENT LP

CRD 106146

TEANECK, 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:b07ccf1e-e9b9-3e56-8684-7c93f6e4a6a8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES VINCENT WALLERIUS

n/a

AMELIA ISLAND, FL | Jacksonville, FL

n/a

KENNETH BURGESS

Chartered Financial Analyst

TEANECK, NJ

n/a

WALTER RYAN WICK

Chartered Financial Analyst

TEANECK, NJ

n/a

RICHARD SCOTT PLUMMER

Chartered Financial Analyst

TEANECK, NJ

n/a

MATTHEW JAMES TANGEL

Chartered Financial Analyst

TEANECK, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AFFILIATED MANAGERS GROUP, INC.

SERIES A MEMBER

yes

12/2010

Dec 8, 2011

Mar 27, 2024

BURGESS, KENNETH

CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER

yes

03/1997

Dec 8, 2011

Mar 27, 2024

KOHLER, KAREN, ELIZABETH

CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER

yes

03/2006

Dec 8, 2011

Mar 27, 2024

TITAN NJ LP HOLDINGS LLC

GENERAL PARTNER

12/2010

Dec 8, 2011

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMG FUNDS LLC

n/a

Asset manager

$18B

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEWPORT BEACH

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$4.2B

n/a

2024

Mar 26, 2025

$3.9B

n/a

2023

Mar 27, 2024

$3.4B

n/a

2022

Mar 30, 2023

$3.1B

n/a

2021

Mar 30, 2022

$3.4B

n/a

2020

Mar 31, 2021

$2.3B

n/a

2019

Mar 25, 2020

$2.6B

n/a

2018

Mar 29, 2019

$2.8B

n/a

2017

Mar 29, 2018

$5.0B

n/a

2016

Mar 31, 2017

$6.6B

n/a

2015

Mar 30, 2016

$9.4B

n/a

2014

Mar 31, 2015

$13B

n/a

2013

Mar 28, 2014

$14B

n/a

2012

Apr 1, 2013

$11B

n/a

2011

Mar 30, 2012

$10B

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

$4.2B

$3.9B

7.8%

$3.1B

11.3%