Systematic Alpha Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,485,822,068
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Multi Team
Average clients per advisor
2
Average account size
$1,742,911,034
About
Systematic Alpha Investments, LLC serves high‑net‑worth individuals and provides discretionary investment management using proprietary quantitative strategies. The firm does not provide financial planning or related estate, tax, or insurance planning services.
SAI’s investment process is primarily quantitative and algorithmic: it ranks a broad universe of stocks, assigns buy/sell/hold labels, and constructs portfolios through optimization and benchmarking, while the portfolio manager retains the ability to override the models. The firm typically invests in individual equities and may use options, ETFs and fixed income, employing hedging techniques (including covered calls and option spreads) and a tactical approach that can produce above‑average turnover.
The firm is atypical for its peer group in that it operates as a solo practitioner while managing approximately $3.485 billion in discretionary assets spread across a very small number of client relationships. It is also notable for licensing and shared‑services arrangements with affiliated entities that use similar algorithmic trading models, and for focusing exclusively on high‑net‑worth clients rather than serving non‑HNW retail clients.
Client services
Expertise
Fee options
Generally a fixed fee negotiated based on assets under management, complexity, and client factors; no specific fixed fee amount provided.
Main office location
Systematic Alpha Investments, LLC
36 Mercer Street
Princeton NJ 08540, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
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