# SYSTEMATIC FINANCIAL MANAGEMENT LP

SYSTEMATIC FINANCIAL MANAGEMENT LP of TEANECK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 106146
- Type: SEC-registered investment adviser
- SEC file number: 801-48908
- Location: 300 FRANK W BURR BLVD, 7TH FL GLENPOINTE EAST, TEANECK, NJ, 07666
- Phone: 201-928-1982
- Latest filing: 2026-03-30
- Regulatory AUM: $4.2B
- Discretionary AUM: $4.2B
- Clients: 22
- Accounts: 177

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Karen Elizabeth Kohler | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER | — |
| Kenneth Burgess | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER | — |
| MUSHOCK RONALD MATTHEW | MANAGING DIRECTOR & LIMITED PARTNER; MANAGING DIRECTOR & PORTFOLIO MANAGER; MANAGING PARTNER & PORTFOLIO MANAGER (+2 more) | — |
| KOHLER KAREN ELIZABETH | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER & MANAGEMENT COMMITTEE MEMBER (+4 more) | — |
| KOSTKA BRIAN DAVID | ASSISTANT PORTFOLIO MANAGER; SHAREHOLDER | — |
| PLUMMER PATRICK JOSEPH SCOTT | SENIOR EQUITY ANALYST; SOLE MEMBER | — |
| JOSHI GYANENDRA KUMAR | PARTNER; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| MCCREESH DANIEL KEVIN | CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER; CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER; MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER (+3 more) | — |
| BURGESS KENNETH | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER & MANAGEMENT COMMITTEE MEMBER; MANAGING DIRECTOR & PORTFOLIO MANAGER; MANAGING PARTNER & PORTFOLIO MANAGER (+3 more) | — |
| WOOD GREGORY BALCOM | MANAGING DIRECTOR & HEAD TRADER; MANAGING PARTNER & HEAD TRADER; PARTNER (+1 more) | — |
| PATEL HIREN R | SHAREHOLDER | — |
| MIDDAUGH EOIN EMERSON | MANAGING DIRECTOR / PORTFOLIO MANAGER & LIMITED PARTNER; MANAGING PARTNER / PORTFOLIO MANAGER & LIMITED PARTNER; PORTFOLIO MANAGER/LIMITED PARTNER (+1 more) | — |
| CHANG ROGER | SHAREHOLDER | — |
| SHARMA JOSEPH MICHAEL | SHAREHOLDER | — |
| WALLERIUS JAMES VINCENT | SHAREHOLDER; SOLE MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106146/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106146/similar
- Related entities: https://search.stillhousedata.com/firm/106146/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106146

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.