SYSTEMATICA INVESTMENTS LIMITED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $23.79B |
| Discretionary | $23.79B100% of AUM |
| Client Accounts | 43 |
| Avg Account Size | $553.3M |
| Peak AUM | $36.31BMar 2023 |
AUM by Client Type
Total AUM
$23.8B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $23.8B | +13.5% | 13.1% | +14.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $23.79B |
| Discretionary | $23.79B |
| Employees | 0 |
| Client Accounts | 43 |
| Client Range | 0 |
Contact & Location
Address
FIRST FLOOR
ST HELIER JE2 3QA
Jersey
Phone
44(0)1534 841 090
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$23.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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