Systima Capital Management LLC is a large advisory firm based in Chicago. It manages $167.61 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Illinois.
Systima Capital Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Systima Capital Management LLC is $167.61 million. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Systima Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Systima Capital Management is pension and profit sharing plans with 1 clients and $97.93 million of assets under management. Among the 7 most similar advisory firms, Systima Capital Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $97.93 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Systima Capital Management also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $3,000,000 to $37,983,000.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Conor (Nmn) O'grady joined the executive team most recently as the Chief Compliance Officer And Chief Financial Officer.
The principal office where Systima Capital Management LLC performs its advisory services is located at 444 West Lake St, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-481-7229 or by fax NONE. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at systimacapital.com/.