Systima Capital Management
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Overview
Systima Capital Management is an advisory firm based in Chicago, Illinois. The company has $492.1 million in assets under management over seven accounts, placing it among the bigger firms in the country by assets under management (AUM). It has a small team, including 7 financial advisors. Systima Capital Management does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as stocks, options and bonds.
Systima Capital Management manages five of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction judgments without requiring the client's approval. The company also oversees two non-discretionary accounts with a total of $108.0 million in assets. The investment advisory firm oversees about $70.3 million for every client account. The average financial advisor at Systima Capital Management oversees around one client account, making it one of the most personalized financial advisor firms in the country.
Systima Capital Management's main office is located at 444 West Lake St, Chicago, Illinois 60606. Systima Capital Management is registered to serve investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Systima Capital Management by the Numbers
$492.1 million
7
7
$70.3 million
Fee Structure
A financial advisor's fees depend on the financial services offered. However, fees billed by Systima Capital Management can include the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It caters to pooled investment vehicles and other. Out of its seven customers, Systima Capital Management's biggest client is pooled investment vehicles. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Systima Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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