Systematic Financial Management, LP
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20+1 YoYRank #914 of mapped providers
Assets under administration$77.9B0.0%Market share · rank #547
Fees received$5MMedian $248,365/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Systematic Financial Management, LP plan look like?
Service mix · median fees per plan
Count of plans where Systematic Financial Management, LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 14 | $249,272 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $251,840 | |
Investment management fees paid indirectly by planCode 52 | 2 | $477,723 | |
Direct payment from the plan; Investment management fees paid indirectly by plan; Soft dollars commissions; Custodial (securities)Code 19 | 1 | $112,317 |
Competitor overlap
Percent of Systematic Financial Management, LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Systematic Financial Management, LP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | Beecher Carlson | $4.7B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | TIC International Corporation | $1.3B |
Plans lost in 2024
Appeared last year under Systematic Financial Management, LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | LOUISA MARGARET SLAPPEY | $250M |
ACTSOFT INCFL · 593490657-001 | (new plan) | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $698,530 | 1y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $375,563 | 10y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $327,458 | 1y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $822,313 | 10y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $296,661 | 1y | - |
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.WI · 391606449-002 | $2.9B | 12,092 | $410,239 | 7y | - |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | $1.3B | 27,316 | $69,303 | 1y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $251,840 | 9y | - |
ATMOS ENERGY CORPORATIONTX · 751743247-003 | $580M | 4,129 | $253,654 | 6y | - |
BOARD OF TRUSTEES OF PENSION FUNDNJ · 131982707-001 | $534M | 4,874 | $282,829 | 10y | - |
Flag exposure
85.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into Systematic Financial Management, LP.
- JAFFE TILCHIN WEALTH MANAGEMENT INC
- JAFFEE ASSET MANAGEMENT LLC
- JAFLO
- JAFLO, INC.
- JAGUSZTYN & JAGUSZTYN, PA
- SYSTEMATIC FINANCIAL
- SYSTEMATIC FINANCIAL GROUP
- SYSTEMATIC FINANCIAL MAMAGEMENT
- SYSTEMATIC FINANCIAL MANAGEMENT
- SYSTEMATIC FINANCIAL MANAGEMENT L.P
- SYSTEMATIC FINANCIAL MANAGEMENT LLP
- SYSTEMATIC FINANCIAL MANAGEMENT LP
- SYSTEMATIC FINANCIAL MANAGEMENT, LP
- SYSTEMATIC FINANCIAL MANGAMENT
- SYSTEMATIC FINANCIAL MGMT
- SYSTEMATIC FINANCIAL MGMT LP
- SYSTEMATIC FINANCIAL MGMT, L.P.
- SYSTEMATIC FINANCIAL MGMT, LP
- SYSTEMATIC INVESTMENT MANAGEMENT
- SYSTEMIC FINANCIAL MANAGEMENT, LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Systematic Financial Management, LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Systematic Financial Management, LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Systematic Financial Management, LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Arnold Newbold Sollars & Hollins PC | 1 | 5.0% |
| Barlow Coughran Morales & Josephson | 1 | 5.0% |
| Blitman & King LLP | 1 | 5.0% |
| Cavanagh & O'Hara LLP | 1 | 5.0% |
| Christensen, James & Martin | 1 | 5.0% |
| Condon O'Meara McGinty & Donnelly | 1 | 5.0% |
| DiClaudio & Kramer LLC | 1 | 5.0% |
| Dowd Bloch Bennett & Cervone | 1 | 5.0% |
| Ellenoff Grossman & Schole LLP | 1 | 5.0% |
| Gordon Feinblatt LLC | 1 | 5.0% |