System Research, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,977,794
Clients
10
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$397,779
About
System Research, LLC is a small, independent registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients and manages under $4 million for roughly ten accounts with a $50,000 minimum. In addition to direct portfolio management, the firm provides market‑timing research and trading signals to other investment advisory firms.
The firm implements systematic, quantitative investment programs developed in‑house that emphasize market timing over short to intermediate horizons, with trade signals generated by computer models using price history and economic factors. Programs can move in and out of positions over days to months and are implemented across mutual funds, ETFs, and stocks with both long and short exposure to asset classes including fixed income, currencies, commodities, equity sectors and digital assets.
Compared with most independent advisors, System Research’s explicit market‑timing focus and its sale of trading signals through an affiliated newsletter are notable and create additional potential conflicts that the firm discloses in its brochure. The advisory approach reflects a quantitatively driven background and may involve above‑average turnover, use of leverage or concentrated positions, and discretionary trading with client‑imposed restrictions accepted in writing.
Client services
Portfolio management
Market timing
Expertise
Active portfolio management
Fee options
$0+: 1.50% for the Weekly Reversion strategy $0+: 1.75% for Hydra, Diversified & Active Equity Index strategies $0+: 2.00% for the CE Inter strategy
Account minimum: $50,000
Main office location
System Research, LLC
White Plains NY, United States
Number of offices
1
Most active in
System Research, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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